FWM
DFUS

Focused Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Focused 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
Q1 		– Sell
-5,033
Closed -$373K – 237
2025
Q4 		$373K Buy
5,033
+11
+0.2% +$808 0.04% 127
2025
Q3 		$364K Buy
5,022
+12
+0.2% +$836 0.04% 130
2025
Q2 		$336K Buy
5,010
+14
+0.3% +$867 0.04% 121
2025
Q1 		$302K Buy
4,996
+11
+0.2% +$703 0.04% 124
2024
Q4 		$318K Buy
4,985
+18
+0.4% +$1.15K 0.04% 114
2024
Q3 		$309K Buy
4,967
+12
+0.2% +$718 0.04% 152
2024
Q2 		$292K Sell
4,955
-21
-0.4% -$1.19K 0.04% 143
2024
Q1 		$284K Sell
4,976
-355
-7% -$19.2K 0.04% 129
2023
Q4 		$276K Hold
5,331
– – 0.05% 111
2023
Q3 		$248K Hold
5,331
– – 0.04% 120
2023
Q2 		$257K Hold
5,331
– – 0.05% 124
2023
Q1 		$237K Hold
5,331
– – 0.05% 132
2022
Q4 		$222K Buy
+5,331
New +$223K 0.05% 126

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focused Wealth Management's DFUS Position: Q1 2026 in Review

Focused Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 5,033 shares — an estimated $373K sold.

Focused Wealth Management first reported a position in DFUS in Q4 2022 and held it in 13 quarters. The position peaked at $373K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Focused Wealth Management reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Focused Wealth Management sold 5,033 Dimensional US Equity ETF shares in Q1 2026, an estimated $373K.
  • Focused Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and held it in 13 quarters.
  • Focused Wealth Management's Dimensional US Equity ETF position peaked at $373K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.