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 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

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

Innovative Wealth Building's DFUS Position: Q2 2026 in Review

Innovative Wealth Building reduced its Dimensional US Equity ETF (DFUS) stake by 9% in Q2 2026, selling an estimated $616K and leaving 79,244 shares worth $6.49M. The position accounts for 3.77% of the portfolio, ranked #5.

Innovative Wealth Building first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.2M in Q4 2024. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Innovative Wealth Building held 79,244 shares of Dimensional US Equity ETF worth $6.49M as of Q2 2026.
Innovative Wealth Building sold 7,792 Dimensional US Equity ETF shares in Q2 2026, an estimated $616K.
Dimensional US Equity ETF made up 3.77% of Innovative Wealth Building's portfolio in Q2 2026, its #5 holding.
Innovative Wealth Building first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Wealth Building's Dimensional US Equity ETF position peaked at $7.2M in Q4 2024.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.