JWM
DFUS

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

JPL 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
Q2 		$189K Hold
2,307
– – 0.04% 135
2026
Q1 		$164K Buy
+2,307
New +$171K 0.04% 129
2025
Q4 		– Sell
-2,307
Closed -$167K – 373
2025
Q3 		$167K Buy
+2,307
New +$161K 0.04% 134

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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

JPL Wealth Management's DFUS Position: Q2 2026 in Review

JPL Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 2,307 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #135.

JPL Wealth Management first reported a position in DFUS in Q3 2025 and has held it in 3 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • JPL Wealth Management held 2,307 shares of Dimensional US Equity ETF worth $189K as of Q2 2026.
  • JPL Wealth Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.04% of JPL Wealth Management's portfolio in Q2 2026, its #135 holding.
  • JPL Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.