Forum Financial Management
DFUS icon

Forum Financial Management’s Dimensional US Equity ETF DFUS Stock Holding History

Forum Financial 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 		$93.7M Sell
1,128,313
-17,103
-1% -$1.42M 1.22% 12
2026
Q2 		$93.9M Sell
1,145,416
-25,919
-2% -$2.05M 1.21% 12
2026
Q1 		$83.1M Sell
1,171,335
-25,580
-2% -$1.9M 1.18% 12
2025
Q4 		$88.8M Sell
1,196,915
-15,169
-1% -$1.11M 1.15% 12
2025
Q3 		$87.8M Sell
1,212,084
-7,546
-0.6% -$526K 1.2% 12
2025
Q2 		$81.7M Sell
1,219,630
-12,816
-1% -$794K 1.24% 12
2025
Q1 		$74.5M Sell
1,232,446
-29,040
-2% -$1.86M 1.23% 12
2024
Q4 		$80.4M Buy
1,261,486
+34,968
+3% +$2.24M 1.33% 12
2024
Q3 		$76.3M Sell
1,226,518
-24,969
-2% -$1.49M 1.27% 12
2024
Q2 		$73.6M Sell
1,251,487
-103,951
-8% -$5.91M 1.33% 12
2024
Q1 		$77.2M Sell
1,355,438
-28,793
-2% -$1.56M 1.32% 12
2023
Q4 		$71.7M Sell
1,384,231
-35,212
-2% -$1.7M 1.35% 11
2023
Q3 		$66.1M Sell
1,419,443
-24,959
-2% -$1.21M 1.46% 11
2023
Q2 		$69.6M Buy
1,444,402
+17,655
+1% +$803K 1.56% 11
2023
Q1 		$63.4M Sell
1,426,747
-11,109
-0.8% -$482K 1.83% 11
2022
Q4 		$59.8M Buy
1,437,856
+102,698
+8% +$4.29M 1.97% 9
2022
Q3 		$51.8M Sell
1,335,158
-12,294
-0.9% -$529K 2.5% 5
2022
Q2 		$54.9M Sell
1,347,452
-14,406
-1% -$638K 2.77% 5
2022
Q1 		$66.8M Sell
1,361,858
-12,355
-0.9% -$597K 3.22% 5
2021
Q4 		$71M Buy
+1,374,213
New +$69.1M 3.65% 5

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
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Forum Financial Management's DFUS Position: Q3 2026 in Review

Forum Financial Management reduced its Dimensional US Equity ETF (DFUS) stake by 1.5% in Q3 2026, selling an estimated $1.42M and leaving 1,128,313 shares worth $93.7M. The position accounts for 1.22% of the portfolio, ranked #12.

Forum Financial Management first reported a position in DFUS in Q4 2021 and has held it in 20 quarters since. The position peaked at $93.9M in Q2 2026. 378 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Forum Financial Management held 1,128,313 shares of Dimensional US Equity ETF worth $93.7M as of Q3 2026.
  • Forum Financial Management sold 17,103 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.42M.
  • Dimensional US Equity ETF made up 1.22% of Forum Financial Management's portfolio in Q3 2026, its #12 holding.
  • Forum Financial Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • Forum Financial Management's Dimensional US Equity ETF position peaked at $93.9M in Q2 2026.
  • 378 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.