JWM
DFUS

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

JFG 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
2025
Q1 		– Sell
-13,025
Closed -$830K – 84
2024
Q4 		$830K Sell
13,025
-214
-2% -$13.7K 0.19% 43
2024
Q3 		$823K Buy
+13,239
New +$793K 0.23% 29

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

JFG Wealth Management's DFUS Position: Q1 2025 in Review

JFG Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q1 2025, closing a stake of 13,025 shares — an estimated $830K sold.

JFG Wealth Management first reported a position in DFUS in Q3 2024 and held it in 2 quarters. The position peaked at $830K in Q4 2024. 703 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • JFG Wealth Management reported no remaining Dimensional US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • JFG Wealth Management sold 13,025 Dimensional US Equity ETF shares in Q1 2025, an estimated $830K.
  • JFG Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2024 and held it in 2 quarters.
  • JFG Wealth Management's Dimensional US Equity ETF position peaked at $830K in Q4 2024.
  • 703 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on JFG Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.