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

Drive 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	$309K	Sell	3,773 -909	-19%	-$71.9K	0.06%	300
2026 Q1	$332K	Sell	4,682 -336	-7%	-$24.9K	0.07%	232
2025 Q4	$372K	Sell	5,018 -2,872	-36%	-$211K	0.07%	215
2025 Q3	$572K	Sell	7,890 -6,191	-44%	-$431K	0.12%	146
2025 Q2	$944K	Sell	14,081 -5,405	-28%	-$335K	0.21%	98
2025 Q1	$1.18M	Buy	19,486 +1,529	+9%	+$97.7K	0.28%	82
2024 Q4	$1.14M	Sell	17,957 -2,896	-14%	-$186K	0.28%	69
2024 Q3	$1.3M	Sell	20,853 -1,920	-8%	-$115K	0.34%	55
2024 Q2	$1.34M	Sell	22,773 -1,757	-7%	-$99.9K	0.36%	54
2024 Q1	$1.4M	Sell	24,530 -8,739	-26%	-$473K	0.39%	48
2023 Q4	$1.72M	Sell	33,269 -12,846	-28%	-$622K	0.56%	37
2023 Q3	$2.15M	Sell	46,115 -17,137	-27%	-$829K	0.78%	29
2023 Q2	$3.05M	Sell	63,252 -33,431	-35%	-$1.52M	1.13%	18
2023 Q1	$4.3M	Buy	96,683 +21,972	+29%	+$954K	1.8%	10
2022 Q4	$3.11M	Buy	74,711 +28,805	+63%	+$1.2M	1.55%	10
2022 Q3	$1.78M	Buy	45,906 +24,617	+116%	+$1.06M	1.69%	9
2022 Q2	$868K	Buy	+21,289	New	+$943K	0.79%	27

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

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

Drive Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 19% in Q2 2026, selling an estimated $71.9K and leaving 3,773 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #300.

Drive Wealth Management first reported a position in DFUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.3M in Q1 2023. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Drive Wealth Management held 3,773 shares of Dimensional US Equity ETF worth $309K as of Q2 2026.
Drive Wealth Management sold 909 Dimensional US Equity ETF shares in Q2 2026, an estimated $71.9K.
Dimensional US Equity ETF made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #300 holding.
Drive Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 17 quarters since.
Drive Wealth Management's Dimensional US Equity ETF position peaked at $4.3M in Q1 2023.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.