Forteris Wealth Management
DFUS icon

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

Forteris 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
Q3 		$4.18M Sell
50,309
-24
-0% -$1.99K 3.45% 8
2026
Q2 		$4.12M Buy
50,333
+398
+0.8% +$31.5K 3.37% 8
2026
Q1 		$3.54M Sell
49,935
-49
-0.1% -$3.63K 3.39% 10
2025
Q4 		$3.71M Buy
+49,984
New +$3.67M 3.65% 8

Other funds holding DFUS

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Forteris Wealth Management's DFUS Position: Q3 2026 in Review

Forteris Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.05% in Q3 2026, selling an estimated $1.99K and leaving 50,309 shares worth $4.18M. The position accounts for 3.45% of the portfolio, ranked #8.

Forteris Wealth Management first reported a position in DFUS in Q4 2025 and has held it in 4 quarters since. 562 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Forteris Wealth Management held 50,309 shares of Dimensional US Equity ETF worth $4.18M as of Q3 2026.
  • Forteris Wealth Management sold 24 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.99K.
  • Dimensional US Equity ETF made up 3.45% of Forteris Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Forteris Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 562 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.