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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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. 401 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.
401 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.