IWP
DFUS

Integrity Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Integrity Wealth Partners’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 		$324K Buy
+4,573
New +$339K 0.29% 75

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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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Integrity Wealth Partners's DFUS Position: Q1 2026 in Review

Integrity Wealth Partners opened a new position in Dimensional US Equity ETF (DFUS) in Q1 2026: 4,573 shares worth $324K. The stake represents 0.29% of the portfolio and ranks #75 among its holdings.

853 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Integrity Wealth Partners held 4,573 shares of Dimensional US Equity ETF worth $324K as of Q1 2026.
  • Dimensional US Equity ETF was a new Integrity Wealth Partners position in Q1 2026.
  • Dimensional US Equity ETF made up 0.29% of Integrity Wealth Partners's portfolio in Q1 2026, its #75 holding.
  • 853 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Integrity Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.