DWM
DFUS

Dopkins Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Dopkins Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.35M Buy
77,538
+55
+0.1% +$4.35K 2.31% 12
2026
Q1 		$5.49M Sell
77,483
-1,809
-2% -$134K 2.21% 13
2025
Q4 		$5.88M Buy
79,292
+272
+0.3% +$20K 2.4% 12
2025
Q3 		$5.72M Sell
79,020
-203
-0.3% -$14.1K 2.42% 12
2025
Q2 		$5.31M Buy
79,223
+620
+0.8% +$38.4K 2.38% 12
2025
Q1 		$4.75M Sell
78,603
-4,597
-6% -$294K 2.42% 11
2024
Q4 		$5.3M Buy
83,200
+6,753
+9% +$433K 2.7% 11
2024
Q3 		$4.76M Sell
76,447
-16,780
-18% -$1M 3.84% 6
2024
Q2 		$5.49M Buy
93,227
+1,148
+1% +$65.3K 3.34% 7
2024
Q1 		$5.25M Sell
92,079
-1,094
-1% -$59.2K 3.16% 7
2023
Q4 		$4.83M Sell
93,173
-166
-0.2% -$8.04K 3.76% 6
2023
Q3 		$4.34M Sell
93,339
-588
-0.6% -$28.4K 3.29% 7
2023
Q2 		$4.52M Sell
93,927
-139
-0.1% -$6.32K 4.03% 6
2023
Q1 		$4.18M Buy
94,066
+1,837
+2% +$79.8K 3.91% 6
2022
Q4 		$3.84M Sell
92,229
-54
-0.1% -$2.26K 3.38% 6
2022
Q3 		$3.58M Sell
92,283
-2,430
-3% -$104K 4.01% 6
2022
Q2 		$3.86M Buy
94,713
+5,274
+6% +$234K 4.17% 6
2022
Q1 		$4.38M Sell
89,439
-1,632
-2% -$78.9K 4.76% 5
2021
Q4 		$4.71M Buy
+91,071
New +$4.58M 4.65% 6

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Dopkins Wealth Management's DFUS Position: Q2 2026 in Review

Dopkins Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.07% in Q2 2026, buying an estimated $4.35K and bringing the position to 77,538 shares worth $6.35M. The position accounts for 2.31% of the portfolio, ranked #12.

Dopkins Wealth Management first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Dopkins Wealth Management held 77,538 shares of Dimensional US Equity ETF worth $6.35M as of Q2 2026.
  • Dopkins Wealth Management bought 55 Dimensional US Equity ETF shares in Q2 2026, an estimated $4.35K.
  • Dimensional US Equity ETF made up 2.31% of Dopkins Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Dopkins Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.