EWM
DFUS

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
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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

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

Empirical Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.11% in Q2 2026, buying an estimated $5.06K and bringing the position to 58,358 shares worth $4.78M. The position accounts for 0.07% of the portfolio, ranked #165.

Empirical Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Empirical Wealth Management held 58,358 shares of Dimensional US Equity ETF worth $4.78M as of Q2 2026.
  • Empirical Wealth Management bought 64 Dimensional US Equity ETF shares in Q2 2026, an estimated $5.06K.
  • Dimensional US Equity ETF made up 0.07% of Empirical Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Empirical Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.