Kathleen S. Wright Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Kathleen S. Wright Associates’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 Q3	$3.5M	Sell	48,342 -1,172	-2%	-$81.7K	1.3%	19
2025 Q2	$3.32M	Sell	49,514 -547	-1%	-$33.9K	1.3%	19
2025 Q1	$3.03M	Buy	50,061 +1,516	+3%	+$96.9K	1.25%	19
2024 Q4	$3.09M	Buy	48,545 +4,480	+10%	+$287K	1.29%	19
2024 Q3	$2.74M	Buy	44,065 +908	+2%	+$54.4K	1.13%	20
2024 Q2	$2.54M	Buy	43,157 +18,605	+76%	+$1.06M	1.17%	21
2024 Q1	$1.4M	Buy	24,552 +14,277	+139%	+$773K	0.66%	37
2023 Q4	$533K	Buy	10,275 +9,485	+1,201%	+$459K	0.27%	66
2023 Q3	$36.8K	Buy	+790	New	+$38.2K	0.02%	126

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Kathleen S. Wright Associates's DFUS Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its Dimensional US Equity ETF (DFUS) stake by 2.4% in Q3 2025, selling an estimated $81.7K and leaving 48,342 shares worth $3.5M. The position accounts for 1.3% of the portfolio, ranked #19.

Kathleen S. Wright Associates first reported a position in DFUS in Q3 2023 and has held it in 9 quarters since. 761 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

Kathleen S. Wright Associates held 48,342 shares of Dimensional US Equity ETF worth $3.5M as of Q3 2025.
Kathleen S. Wright Associates sold 1,172 Dimensional US Equity ETF shares in Q3 2025, an estimated $81.7K.
Dimensional US Equity ETF made up 1.3% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #19 holding.
Kathleen S. Wright Associates first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 9 quarters since.
761 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.