IAG Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

IAG Wealth Partners’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	$154K	Hold	1,880	–	–	0.02%	144
2026 Q1	$133K	Hold	1,880	–	–	0.01%	149
2025 Q4	$139K	Hold	1,880	–	–	0.02%	136
2025 Q3	$136K	Sell	1,880 -75	-4%	-$5.22K	0.02%	138
2025 Q2	$131K	Hold	1,955	–	–	0.02%	131
2025 Q1	$118K	Sell	1,955 -270	-12%	-$17.3K	0.02%	131
2024 Q4	$142K	Hold	2,225	–	–	0.03%	112
2024 Q3	$138K	Hold	2,225	–	–	0.03%	108
2024 Q2	$131K	Hold	2,225	–	–	0.03%	107
2024 Q1	$127K	Sell	2,225 -235	-10%	-$12.7K	0.03%	109
2023 Q4	$128K	Hold	2,460	–	–	0.03%	99
2023 Q3	$115K	Sell	2,460 -225	-8%	-$10.9K	0.03%	100
2023 Q2	$129K	Hold	2,685	–	–	0.03%	105
2023 Q1	$119K	Hold	2,685	–	–	0.03%	95
2022 Q4	$112K	Hold	2,685	–	–	0.03%	92
2022 Q3	$104K	Hold	2,685	–	–	0.03%	87
2022 Q2	$109K	Buy	+2,685	New	+$119K	0.04%	85
2022 Q1	–	Sell	-2,685	Closed	-$139K	–	448
2021 Q4	$139K	Hold	2,685	–	–	0.04%	70
2021 Q3	$127K	Sell	2,685 -103	-4%	-$4.98K	0.05%	69
2021 Q2	$132K	Buy	+2,788	New	+$130K	0.05%	65

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

IAG Wealth Partners's DFUS Position: Q2 2026 in Review

IAG Wealth Partners held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 1,880 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #144.

IAG Wealth Partners first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

IAG Wealth Partners held 1,880 shares of Dimensional US Equity ETF worth $154K as of Q2 2026.
IAG Wealth Partners left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.02% of IAG Wealth Partners's portfolio in Q2 2026, its #144 holding.
IAG Wealth Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.