HCWM
DFUS

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

Hidden Cove 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
2025
Q2 		– Sell
-4,338
Closed -$262K – 78
2025
Q1 		$262K Hold
4,338
– – 0.21% 54
2024
Q4 		$277K Buy
+4,338
New +$278K 0.22% 43

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Hidden Cove Wealth Management's DFUS Position: Q2 2025 in Review

Hidden Cove Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q2 2025, closing a stake of 4,338 shares — an estimated $262K sold.

Hidden Cove Wealth Management first reported a position in DFUS in Q4 2024 and held it in 2 quarters. The position peaked at $277K in Q4 2024. 740 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Hidden Cove Wealth Management reported no remaining Dimensional US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Hidden Cove Wealth Management sold 4,338 Dimensional US Equity ETF shares in Q2 2025, an estimated $262K.
  • Hidden Cove Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and held it in 2 quarters.
  • Hidden Cove Wealth Management's Dimensional US Equity ETF position peaked at $277K in Q4 2024.
  • 740 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.