Exencial Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Exencial Wealth Advisors’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	$4.93M	Sell	69,540 -4,516	-6%	-$335K	0.15%	140
2025 Q4	$5.49M	Sell	74,056 -102	-0.1%	-$7.49K	0.17%	129
2025 Q3	$5.37M	Buy	74,158 +1,506	+2%	+$105K	0.18%	132
2025 Q2	$4.87M	Sell	72,652 -9,206	-11%	-$570K	0.17%	139
2025 Q1	$4.95M	Buy	81,858 +5,993	+8%	+$383K	0.18%	136
2024 Q4	$4.84M	Buy	75,865 +4,426	+6%	+$284K	0.18%	139
2024 Q3	$4.44M	Buy	71,439 +3,325	+5%	+$199K	0.16%	145
2024 Q2	$4.01M	Buy	68,114 +2,460	+4%	+$140K	0.15%	144
2024 Q1	$3.74M	Buy	65,654 +14,441	+28%	+$782K	0.14%	155
2023 Q4	$2.65M	Buy	51,213 +20,122	+65%	+$974K	0.11%	174
2023 Q3	$1.45M	Sell	31,091 -157	-0.5%	-$7.59K	0.07%	206
2023 Q2	$1.5M	Sell	31,248 -1,353	-4%	-$61.5K	0.07%	202
2023 Q1	$1.45M	Sell	32,601 -1,126	-3%	-$48.9K	0.08%	193
2022 Q4	$1.4M	Sell	33,727 -411	-1%	-$17.2K	0.08%	199
2022 Q3	$1.32M	Sell	34,138 -3,971	-10%	-$171K	0.08%	191
2022 Q2	$1.55M	Buy	38,109 +1,438	+4%	+$63.7K	0.09%	187
2022 Q1	$1.8M	Buy	36,671 +3,567	+11%	+$172K	0.09%	190
2021 Q4	$1.71M	Buy	+33,104	New	+$1.66M	0.08%	194
2021 Q3	–	Sell	-32,336	Closed	-$1.52M	–	348
2021 Q2	$1.52M	Buy	+32,336	New	+$1.51M	0.08%	203

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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 $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Exencial Wealth Advisors's DFUS Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 6.1% in Q1 2026, selling an estimated $335K and leaving 69,540 shares worth $4.93M. The position accounts for 0.15% of the portfolio, ranked #140.

Exencial Wealth Advisors first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.49M in Q4 2025. 854 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Exencial Wealth Advisors held 69,540 shares of Dimensional US Equity ETF worth $4.93M as of Q1 2026.
Exencial Wealth Advisors sold 4,516 Dimensional US Equity ETF shares in Q1 2026, an estimated $335K.
Dimensional US Equity ETF made up 0.15% of Exencial Wealth Advisors's portfolio in Q1 2026, its #140 holding.
Exencial Wealth Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
Exencial Wealth Advisors's Dimensional US Equity ETF position peaked at $5.49M in Q4 2025.
854 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.