IWM
DFUS

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

IHT 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
Q1 		$3.34M Buy
47,137
+27,291
+138% +$2.02M 0.08% 252
2025
Q4 		$1.47M Buy
19,846
+20
+0.1% +$1.47K 0.04% 428
2025
Q3 		$1.44M Sell
19,826
-140
-0.7% -$9.75K 0.04% 425
2025
Q2 		$1.34M Buy
19,966
+39
+0.2% +$2.42K 0.04% 424
2025
Q1 		$1.21M Sell
19,927
-204
-1% -$13K 0.04% 424
2024
Q4 		$1.28M Sell
20,131
-1,524
-7% -$97.7K 0.04% 372
2024
Q3 		$1.35M Buy
21,655
+1,609
+8% +$96.3K 0.04% 418
2024
Q2 		$1.18M Buy
20,046
+1,767
+10% +$100K 0.04% 381
2024
Q1 		$1.04M Buy
18,279
+1
+0% +$54 0.04% 412
2023
Q4 		$947K Buy
18,278
+62
+0.3% +$3K 0.04% 404
2023
Q3 		$848K Buy
18,216
+47
+0.3% +$2.27K 0.04% 397
2023
Q2 		$875K Buy
18,169
+47
+0.3% +$2.14K 0.05% 373
2023
Q1 		$805K Buy
18,122
+53
+0.3% +$2.3K 0.05% 356
2022
Q4 		$752K Buy
18,069
+79
+0.4% +$3.3K 0.05% 366
2022
Q3 		$698K Buy
17,990
+67
+0.4% +$2.88K 0.05% 362
2022
Q2 		$730K Buy
+17,923
New +$794K 0.06% 293
2022
Q1 		– Sell
-17,861
Closed -$923K – 790
2021
Q4 		$923K Buy
17,861
+51
+0.3% +$2.56K 0.07% 282
2021
Q3 		$840K Buy
17,810
+36
+0.2% +$1.74K 0.07% 283
2021
Q2 		$838K Buy
+17,774
New +$828K 0.05% 366

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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

IHT Wealth Management's DFUS Position: Q1 2026 in Review

IHT Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 138% in Q1 2026, buying an estimated $2.02M and bringing the position to 47,137 shares worth $3.34M. The position accounts for 0.08% of the portfolio, ranked #252.

IHT Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • IHT Wealth Management held 47,137 shares of Dimensional US Equity ETF worth $3.34M as of Q1 2026.
  • IHT Wealth Management bought 27,291 Dimensional US Equity ETF shares in Q1 2026, an estimated $2.02M.
  • Dimensional US Equity ETF made up 0.08% of IHT Wealth Management's portfolio in Q1 2026, its #252 holding.
  • IHT Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.