Financial Harvest’s Dimensional US Equity ETF DFUS Stock Holding History

Financial Harvest’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	$1.16M	Hold	13,993	–	–	0.55%	20
2026 Q2	$1.15M	Hold	13,993	–	–	0.47%	22
2026 Q1	$992K	Hold	13,993	–	–	0.58%	22
2025 Q4	$1.04M	Buy	13,993 +8	+0.1%	+$588	0.64%	21
2025 Q3	$1.01M	Buy	13,985 +4	+0%	+$279	0.68%	21
2025 Q2	$937K	Buy	+13,981	New	+$866K	0.7%	22
2025 Q1	–	Sell	-13,981	Closed	-$891K	–	70
2024 Q4	$891K	Buy	+13,981	New	+$896K	0.75%	20

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Financial Harvest's DFUS Position: Q3 2026 in Review

Financial Harvest held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 13,993 shares worth $1.16M. The position accounts for 0.55% of the portfolio, ranked #20.

Financial Harvest first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Financial Harvest held 13,993 shares of Dimensional US Equity ETF worth $1.16M as of Q3 2026.
Financial Harvest left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.55% of Financial Harvest's portfolio in Q3 2026, its #20 holding.
Financial Harvest first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
411 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Financial Harvest's 13F filing for Q3 2026, filed 15 Oct 2026.