HWMT
DFUS

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
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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Heritage Wealth Management (Texas)'s DFUS Position: Q2 2026 in Review

Heritage Wealth Management (Texas) reduced its Dimensional US Equity ETF (DFUS) stake by 0.55% in Q2 2026, selling an estimated $387K and leaving 889,725 shares worth $72.9M. The position accounts for 28.07% of the portfolio, ranked #1.

Heritage Wealth Management (Texas) first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Heritage Wealth Management (Texas) held 889,725 shares of Dimensional US Equity ETF worth $72.9M as of Q2 2026.
  • Heritage Wealth Management (Texas) sold 4,889 Dimensional US Equity ETF shares in Q2 2026, an estimated $387K.
  • Dimensional US Equity ETF made up 28.07% of Heritage Wealth Management (Texas)'s portfolio in Q2 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 15 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.