Innovative Wealth Building’s Dimensional US Equity ETF DFUS Stock Holding History

Innovative Wealth Building’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	$5.99M	Sell	72,119 -7,125	-9%	-$591K	3.31%	6
2026 Q2	$6.49M	Sell	79,244 -7,792	-9%	-$616K	3.77%	5
2026 Q1	$6.17M	Sell	87,036 -363	-0.4%	-$26.9K	4.34%	4
2025 Q4	$6.48M	Sell	87,399 -3,950	-4%	-$290K	4.73%	4
2025 Q3	$6.62M	Sell	91,349 -6,062	-6%	-$422K	5.16%	4
2025 Q2	$6.53M	Sell	97,411 -12,444	-11%	-$771K	5.41%	3
2025 Q1	$6.64M	Sell	109,855 -3,082	-3%	-$197K	6.12%	2
2024 Q4	$7.2M	Buy	+112,937	New	+$7.24M	6.51%	2

Other funds holding DFUS

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Innovative Wealth Building's DFUS Position: Q3 2026 in Review

Innovative Wealth Building reduced its Dimensional US Equity ETF (DFUS) stake by 9% in Q3 2026, selling an estimated $591K and leaving 72,119 shares worth $5.99M. The position accounts for 3.31% of the portfolio, ranked #6.

Innovative Wealth Building first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.2M in Q4 2024. 795 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Innovative Wealth Building held 72,119 shares of Dimensional US Equity ETF worth $5.99M as of Q3 2026.
Innovative Wealth Building sold 7,125 Dimensional US Equity ETF shares in Q3 2026, an estimated $591K.
Dimensional US Equity ETF made up 3.31% of Innovative Wealth Building's portfolio in Q3 2026, its #6 holding.
Innovative Wealth Building first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's Dimensional US Equity ETF position peaked at $7.2M in Q4 2024.
795 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.