FRG Family Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

FRG Family Wealth Advisors’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	$354K	Hold	4,993	–	–	0.06%	132
2025 Q4	$370K	Hold	4,993	–	–	0.06%	127
2025 Q3	$362K	Hold	4,993	–	–	0.06%	123
2025 Q2	$335K	Hold	4,993	–	–	0.06%	124
2025 Q1	$302K	Hold	4,993	–	–	0.06%	128
2024 Q4	$318K	Hold	4,993	–	–	0.06%	122
2024 Q3	$311K	Hold	4,993	–	–	0.06%	126
2024 Q2	$282K	Hold	4,993	–	–	0.05%	126
2024 Q1	$273K	Hold	4,993	–	–	0.05%	125
2023 Q4	$259K	Hold	4,993	–	–	0.05%	131
2023 Q3	$232K	Hold	4,993	–	–	0.05%	134
2023 Q2	$240K	Hold	4,993	–	–	0.05%	125
2023 Q1	$222K	Hold	4,993	–	–	0.05%	136
2022 Q4	$208K	Buy	+4,993	New	+$209K	0.05%	137
2022 Q3	–	Sell	-4,993	Closed	-$203K	–	139
2022 Q2	$203K	Hold	4,993	–	–	0.05%	137
2022 Q1	$245K	Hold	4,993	–	–	0.05%	136
2021 Q4	$258K	Buy	+4,993	New	+$251K	0.05%	133

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FRG Family Wealth Advisors's DFUS Position: Q1 2026 in Review

FRG Family Wealth Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 4,993 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #132.

FRG Family Wealth Advisors first reported a position in DFUS in Q4 2021 and has held it in 17 quarters since. The position peaked at $370K in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

FRG Family Wealth Advisors held 4,993 shares of Dimensional US Equity ETF worth $354K as of Q1 2026.
FRG Family Wealth Advisors left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.06% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #132 holding.
FRG Family Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 17 quarters since.
FRG Family Wealth Advisors's Dimensional US Equity ETF position peaked at $370K in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.