JWM
DFUS

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

Johnson 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
Q1 		– Sell
-4,459
Closed -$331K – 50
2025
Q4 		$331K Sell
4,459
-650
-13% -$47.8K 0.16% 44
2025
Q3 		$370K Buy
+5,109
New +$356K 0.2% 39

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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

Johnson Wealth Management's DFUS Position: Q1 2026 in Review

Johnson Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 4,459 shares — an estimated $331K sold.

Johnson Wealth Management first reported a position in DFUS in Q3 2025 and held it in 2 quarters. The position peaked at $370K in Q3 2025. 853 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Johnson Wealth Management reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Johnson Wealth Management sold 4,459 Dimensional US Equity ETF shares in Q1 2026, an estimated $331K.
  • Johnson Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2025 and held it in 2 quarters.
  • Johnson Wealth Management's Dimensional US Equity ETF position peaked at $370K in Q3 2025.
  • 853 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Johnson Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.