E-Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

E-Wealth Partners’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	$2.42M	Buy	29,550 +16	+0.1%	+$1.26K	1.75%	13
2026 Q1	$2.09M	Buy	29,534 +1,522	+5%	+$113K	1.69%	15
2025 Q4	$2.08M	Buy	+28,012	New	+$2.06M	1.75%	13

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

E-Wealth Partners's DFUS Position: Q2 2026 in Review

E-Wealth Partners increased its Dimensional US Equity ETF (DFUS) stake by 0.05% in Q2 2026, buying an estimated $1.26K and bringing the position to 29,550 shares worth $2.42M. The position accounts for 1.75% of the portfolio, ranked #13.

E-Wealth Partners first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

E-Wealth Partners held 29,550 shares of Dimensional US Equity ETF worth $2.42M as of Q2 2026.
E-Wealth Partners bought 16 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.26K.
Dimensional US Equity ETF made up 1.75% of E-Wealth Partners's portfolio in Q2 2026, its #13 holding.
E-Wealth Partners first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.