GWM
DFUS

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

Geneos 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 		$832K Hold
11,730
– – 0.02% 552
2025
Q4 		$870K Buy
11,730
+1,120
+11% +$82.3K 0.02% 533
2025
Q3 		$769K Sell
10,610
-3,959
-27% -$276K 0.02% 552
2025
Q2 		$976K Sell
14,569
-28,334
-66% -$1.75M 0.02% 539
2025
Q1 		$2.59M Buy
42,903
+26,390
+160% +$1.69M 0.04% 426
2024
Q4 		$1.05M Buy
16,513
+982
+6% +$63K 0.04% 412
2024
Q3 		$966K Buy
15,531
+491
+3% +$29.4K 0.04% 415
2024
Q2 		$885K Hold
15,040
– – 0.04% 384
2024
Q1 		$857K Sell
15,040
-1,233
-8% -$66.8K 0.04% 377
2023
Q4 		$843K Sell
16,273
-300
-2% -$14.5K 0.04% 357
2023
Q3 		$771K Hold
16,573
– – 0.04% 365
2023
Q2 		$798K Hold
16,573
– – 0.04% 360
2023
Q1 		$736K Hold
16,573
– – 0.04% 362
2022
Q4 		$690K Buy
16,573
+218
+1% +$9.11K 0.04% 354
2022
Q3 		$634K Hold
16,355
– – 0.04% 341
2022
Q2 		$673K Sell
16,355
-143
-0.9% -$6.34K 0.03% 420
2022
Q1 		$808K Buy
+16,498
New +$798K 0.03% 418

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

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

Geneos Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 11,730 shares worth $832K. The position accounts for 0.02% of the portfolio, ranked #552.

Geneos Wealth Management first reported a position in DFUS in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.59M in Q1 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Geneos Wealth Management held 11,730 shares of Dimensional US Equity ETF worth $832K as of Q1 2026.
  • Geneos Wealth Management left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #552 holding.
  • Geneos Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • Geneos Wealth Management's Dimensional US Equity ETF position peaked at $2.59M in Q1 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.