JDH Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

JDH Wealth Management’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	$9.19M	Sell	110,635 -323	-0.3%	-$26.8K	5.55%	6
2026 Q2	$9.09M	Sell	110,958 -1,810	-2%	-$143K	5.53%	6
2026 Q1	$8M	Sell	112,768 -773	-0.7%	-$57.3K	5.39%	6
2025 Q4	$8.42M	Buy	113,541 +104	+0.1%	+$7.64K	5.77%	6
2025 Q3	$8.22M	Sell	113,437 -2,890	-2%	-$201K	5.83%	6
2025 Q2	$7.8M	Buy	116,327 +4,652	+4%	+$288K	5.97%	5
2025 Q1	$6.75M	Sell	111,675 -24	-0%	-$1.53K	5.8%	5
2024 Q4	$7.12M	Buy	+111,699	New	+$7.16M	6.24%	5

Other funds holding DFUS

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

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

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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

JDH Wealth Management's DFUS Position: Q3 2026 in Review

JDH Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.29% in Q3 2026, selling an estimated $26.8K and leaving 110,635 shares worth $9.19M. The position accounts for 5.55% of the portfolio, ranked #6.

JDH Wealth Management first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 415 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

JDH Wealth Management held 110,635 shares of Dimensional US Equity ETF worth $9.19M as of Q3 2026.
JDH Wealth Management sold 323 Dimensional US Equity ETF shares in Q3 2026, an estimated $26.8K.
Dimensional US Equity ETF made up 5.55% of JDH Wealth Management's portfolio in Q3 2026, its #6 holding.
JDH Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
415 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.