Heritage Wealth Management (Texas)
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Heritage Wealth Management (Texas)’s Dimensional US Equity ETF DFUS Stock Holding History

Heritage Wealth Management (Texas)’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 		$75.1M Buy
905,266
+15,541
+2% +$1.29M 28.17% 1
2026
Q2 		$72.9M Sell
889,725
-4,889
-0.5% -$387K 28.07% 1
2026
Q1 		$63.4M Buy
894,614
+11,492
+1% +$852K 27.11% 1
2025
Q4 		$65.5M Sell
883,122
-12,344
-1% -$907K 28.43% 1
2025
Q3 		$64.9M Buy
895,466
+12,719
+1% +$886K 28.6% 1
2025
Q2 		$59.1M Buy
882,747
+99,947
+13% +$6.19M 29.36% 1
2025
Q1 		$47.3M Sell
782,800
-18,570
-2% -$1.19M 27.43% 1
2024
Q4 		$51.1M Sell
801,370
-18,764
-2% -$1.2M 30.07% 1
2024
Q3 		$51M Sell
820,134
-14,511
-2% -$869K 29.57% 1
2024
Q2 		$49.1M Buy
834,645
+8,780
+1% +$499K 30.6% 1
2024
Q1 		$47.1M Buy
825,865
+4,138
+0.5% +$224K 30.56% 1
2023
Q4 		$42.6M Buy
821,727
+8,112
+1% +$393K 30% 1
2023
Q3 		$37.9M Sell
813,615
-14,705
-2% -$711K 34.38% 1
2023
Q2 		$39.9M Buy
828,320
+15,853
+2% +$721K 35.32% 1
2023
Q1 		$36.1M Buy
812,467
+15,367
+2% +$667K 34.76% 1
2022
Q4 		$33.2M Buy
+797,100
New +$33.3M 33.64% 1

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

Heritage Wealth Management (Texas)'s DFUS Position: Q3 2026 in Review

Heritage Wealth Management (Texas) increased its Dimensional US Equity ETF (DFUS) stake by 1.7% in Q3 2026, buying an estimated $1.29M and bringing the position to 905,266 shares worth $75.1M. The position accounts for 28.17% of the portfolio, ranked #1.

Heritage Wealth Management (Texas) first reported a position in DFUS in Q4 2022 and has held it in 16 quarters since. 562 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Heritage Wealth Management (Texas) held 905,266 shares of Dimensional US Equity ETF worth $75.1M as of Q3 2026.
  • Heritage Wealth Management (Texas) bought 15,541 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.29M.
  • Dimensional US Equity ETF made up 28.17% of Heritage Wealth Management (Texas)'s portfolio in Q3 2026, its #1 holding.
  • Heritage Wealth Management (Texas) first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 562 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q3 2026, filed 6 Nov 2026.