HWM
DFUS

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

HFG 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
Q2 		$5.64M Buy
+68,794
New +$5.44M 5.67% 5
2024
Q1 		– Sell
-58,837
Closed -$3.05M – 44
2023
Q4 		$3.05M Buy
+58,837
New +$2.85M 0.75% 28
2023
Q1 		$2.65M Buy
+59,553
New +$2.59M 0.55% 29

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

HFG Wealth Management's DFUS Position: Q2 2026 in Review

HFG Wealth Management opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 68,794 shares worth $5.64M. The stake represents 5.67% of the portfolio and ranks #5 among its holdings. This is a return to the name: HFG Wealth Management previously reported a position in DFUS as recently as Q4 2023.

HFG Wealth Management first reported a position in DFUS in Q1 2023 and has held it in 3 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • HFG Wealth Management held 68,794 shares of Dimensional US Equity ETF worth $5.64M as of Q2 2026.
  • Dimensional US Equity ETF was a new HFG Wealth Management position in Q2 2026.
  • Dimensional US Equity ETF made up 5.67% of HFG Wealth Management's portfolio in Q2 2026, its #5 holding.
  • HFG Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 3 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.