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DWM
DFUS
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
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
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$81.2B AUM
27.81%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
MPW
MASECO Private Wealth
London
$3.19B AUM
14.06%
1-Year Est. Return
RFP
Root Financial Partners
Encinitas, California
$2.16B AUM
18.08%
1-Year Est. Return
VT
Vise Technologies
New York
$5.09B AUM
22.62%
1-Year Est. Return
IFA
Index Fund Advisors
Irvine, California
$2.22B AUM
20.66%
1-Year Est. Return
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
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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