Empirical Wealth Management
DFUS icon

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

Empirical 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
Q3 		$4.86M Buy
58,569
+211
+0.4% +$17.5K 0.07% 169
2026
Q2 		$4.78M Buy
58,358
+64
+0.1% +$5.06K 0.07% 165
2026
Q1 		$4.13M Sell
58,294
-1,948
-3% -$144K 0.07% 169
2025
Q4 		$4.47M Hold
60,242
– – 0.08% 153
2025
Q3 		$4.36M Sell
60,242
-488
-0.8% -$34K 0.09% 152
2025
Q2 		$4.07M Sell
60,730
-237
-0.4% -$14.7K 0.09% 144
2025
Q1 		$3.69M Sell
60,967
-2,367
-4% -$151K 0.09% 152
2024
Q4 		$4.04M Sell
63,334
-1,912
-3% -$123K 0.11% 128
2024
Q3 		$4.06M Sell
65,246
-60
-0.1% -$3.59K 0.11% 130
2024
Q2 		$3.84M Hold
65,306
– – 0.11% 129
2024
Q1 		$3.72M Buy
65,306
+2,949
+5% +$160K 0.11% 126
2023
Q4 		$3.23M Buy
62,357
+2,939
+5% +$142K 0.11% 127
2023
Q3 		$2.77M Sell
59,418
-456
-0.8% -$22.1K 0.11% 128
2023
Q2 		$2.88M Sell
59,874
-510
-0.8% -$23.2K 0.12% 125
2023
Q1 		$2.68M Buy
60,384
+1,892
+3% +$82.2K 0.12% 118
2022
Q4 		$2.43M Sell
58,492
-2,730
-4% -$114K 0.11% 122
2022
Q3 		$2.38M Buy
61,222
+3,355
+6% +$144K 0.12% 114
2022
Q2 		$2.36M Sell
57,867
-974
-2% -$43.2K 0.12% 113
2022
Q1 		$2.88M Sell
58,841
-1,829
-3% -$88.4K 0.14% 105
2021
Q4 		$3.14M Hold
60,670
– – 0.16% 97
2021
Q3 		$2.86M Hold
60,670
– – 0.16% 94
2021
Q2 		$2.86M Buy
+60,670
New +$2.83M 0.17% 88

Other funds holding DFUS

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Empirical Wealth Management's DFUS Position: Q3 2026 in Review

Empirical Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.36% in Q3 2026, buying an estimated $17.5K and bringing the position to 58,569 shares worth $4.86M. The position accounts for 0.07% of the portfolio, ranked #169.

Empirical Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. 378 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Empirical Wealth Management held 58,569 shares of Dimensional US Equity ETF worth $4.86M as of Q3 2026.
  • Empirical Wealth Management bought 211 Dimensional US Equity ETF shares in Q3 2026, an estimated $17.5K.
  • Dimensional US Equity ETF made up 0.07% of Empirical Wealth Management's portfolio in Q3 2026, its #169 holding.
  • Empirical Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
  • 378 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.