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 Q2	$205K	Buy	+2,501	New	+$198K	0.02%	237
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 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

IFA

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Focused Wealth Management's DFUS Position: Q2 2026 in Review

Focused Wealth Management opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 2,501 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in DFUS as recently as Q4 2025.

Focused Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $373K in Q4 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Focused Wealth Management held 2,501 shares of Dimensional US Equity ETF worth $205K as of Q2 2026.
Dimensional US Equity ETF was a new Focused Wealth Management position in Q2 2026.
Dimensional US Equity ETF made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #237 holding.
Focused Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Focused Wealth Management's Dimensional US Equity ETF position peaked at $373K in Q4 2025.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.