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

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return