IWN
DFUS

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
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 		$1.47M 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

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

Independent Wealth Network's DFUS Position: Q1 2026 in Review

Independent Wealth Network increased its Dimensional US Equity ETF (DFUS) stake by 6.8% in Q1 2026, buying an estimated $346K and bringing the position to 73,185 shares worth $5.19M. The position accounts for 1.54% of the portfolio, ranked #8.

Independent Wealth Network first reported a position in DFUS in Q3 2021 and has held it in 19 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Independent Wealth Network held 73,185 shares of Dimensional US Equity ETF worth $5.19M as of Q1 2026.
  • Independent Wealth Network bought 4,664 Dimensional US Equity ETF shares in Q1 2026, an estimated $346K.
  • Dimensional US Equity ETF made up 1.54% of Independent Wealth Network's portfolio in Q1 2026, its #8 holding.
  • Independent Wealth Network first reported a position in Dimensional US Equity ETF in Q3 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 Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.