IWN
DFUS icon

Independent Wealth Network’s Dimensional US Equity ETF DFUS Stock Holding History

Independent Wealth Network’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
Q3 		$6.18M Sell
74,470
-736
-1% -$61.1K 1.56% 10
2026
Q2 		$6.16M Buy
75,206
+2,021
+3% +$160K 1.57% 7
2026
Q1 		$5.19M Buy
73,185
+4,664
+7% +$346K 1.54% 8
2025
Q4 		$5.08M Buy
68,521
+811
+1% +$59.6K 1.55% 12
2025
Q3 		$4.9M Sell
67,710
-1,728
-2% -$120K 1.58% 11
2025
Q2 		$4.65M Buy
69,438
+4,129
+6% +$256K 1.69% 9
2025
Q1 		$3.95M Buy
65,309
+3,863
+6% +$247K 1.58% 11
2024
Q4 		$3.92M Buy
61,446
+3,388
+6% +$217K 1.59% 11
2024
Q3 		$3.61M Buy
58,058
+3,982
+7% +$238K 1.6% 13
2024
Q2 		$3.18M Buy
54,076
+6,558
+14% +$373K 1.48% 14
2024
Q1 		$2.71M Buy
47,518
+5,655
+14% +$306K 1.27% 16
2023
Q4 		$2.17M Sell
41,863
-640
-2% -$31K 1.14% 18
2023
Q3 		$1.98M Buy
42,503
+587
+1% +$28.4K 1.22% 16
2023
Q2 		$2.02M Buy
41,916
+1,605
+4% +$73K 1.21% 15
2023
Q1 		$1.79M Sell
40,311
-30
-0.1% -$1.3K 1.15% 17
2022
Q4 		$1.68M Buy
40,341
+5,009
+14% +$209K 1.15% 18
2022
Q3 		$1.37M Sell
35,332
-631
-2% -$27.1K 1.07% 18
2022
Q2 		$1.46M Buy
35,963
+2,439
+7% +$108K 1.05% 19
2022
Q1 		$1.64M Buy
33,524
+4,188
+14% +$202K 1.04% 20
2021
Q4 		$1.52M Buy
29,336
+1,100
+4% +$55.3K 0.93% 24
2021
Q3 		$1.44M Buy
+28,236
New +$1.37M 0.94% 25

Other funds holding DFUS

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Independent Wealth Network's DFUS Position: Q3 2026 in Review

Independent Wealth Network reduced its Dimensional US Equity ETF (DFUS) stake by 0.98% in Q3 2026, selling an estimated $61.1K and leaving 74,470 shares worth $6.18M. The position accounts for 1.56% of the portfolio, ranked #10.

Independent Wealth Network first reported a position in DFUS in Q3 2021 and has held it in 21 quarters since. 189 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Independent Wealth Network held 74,470 shares of Dimensional US Equity ETF worth $6.18M as of Q3 2026.
  • Independent Wealth Network sold 736 Dimensional US Equity ETF shares in Q3 2026, an estimated $61.1K.
  • Dimensional US Equity ETF made up 1.56% of Independent Wealth Network's portfolio in Q3 2026, its #10 holding.
  • Independent Wealth Network first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 21 quarters since.
  • 189 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.