FHC
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First Heartland Consultants’s Dimensional US Equity ETF DFUS Stock Holding History

First Heartland Consultants’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 		$211K Buy
+2,538
New +$211K 0.01% 565
2025
Q4 		– Sell
-3,659
Closed -$265K – 539
2025
Q3 		$265K Hold
3,659
– – 0.02% 429
2025
Q2 		$245K Buy
+3,659
New +$227K 0.02% 428

Other funds holding DFUS

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

First Heartland Consultants's DFUS Position: Q3 2026 in Review

First Heartland Consultants opened a new position in Dimensional US Equity ETF (DFUS) in Q3 2026: 2,538 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in DFUS as recently as Q3 2025.

First Heartland Consultants first reported a position in DFUS in Q2 2025 and has held it in 3 quarters since. The position peaked at $265K in Q3 2025. 33 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • First Heartland Consultants held 2,538 shares of Dimensional US Equity ETF worth $211K as of Q3 2026.
  • Dimensional US Equity ETF was a new First Heartland Consultants position in Q3 2026.
  • Dimensional US Equity ETF made up 0.01% of First Heartland Consultants's portfolio in Q3 2026, its #565 holding.
  • First Heartland Consultants first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • First Heartland Consultants's Dimensional US Equity ETF position peaked at $265K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.