Klingman & Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Klingman & 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
2026 Q3	$973K	Hold	11,724	–	–	0.04%	147
2026 Q2	$961K	Hold	11,724	–	–	0.04%	143
2026 Q1	$831K	Hold	11,724	–	–	0.04%	142
2025 Q4	$870K	Hold	11,724	–	–	0.04%	138
2025 Q3	$849K	Hold	11,724	–	–	0.04%	136
2025 Q2	$786K	Hold	11,724	–	–	0.04%	128
2025 Q1	$709K	Hold	11,724	–	–	0.04%	125
2024 Q4	$747K	Hold	11,724	–	–	0.05%	119
2024 Q3	$729K	Sell	11,724 -3,286	-22%	-$197K	0.05%	129
2024 Q2	$883K	Hold	15,010	–	–	0.06%	104
2024 Q1	$855K	Hold	15,010	–	–	0.06%	107
2023 Q4	$778K	Hold	15,010	–	–	0.06%	108
2023 Q3	$699K	Hold	15,010	–	–	0.06%	112
2023 Q2	$723K	Hold	15,010	–	–	0.06%	108
2023 Q1	$667K	Hold	15,010	–	–	0.06%	107
2022 Q4	$625K	Hold	15,010	–	–	0.05%	104
2022 Q3	$583K	Hold	15,010	–	–	0.06%	96
2022 Q2	$612K	Hold	15,010	–	–	0.06%	95
2022 Q1	$736K	Hold	15,010	–	–	0.06%	90
2021 Q4	$776K	Hold	15,010	–	–	0.07%	86
2021 Q3	$708K	Hold	15,010	–	–	0.07%	84
2021 Q2	$707K	Buy	+15,010	New	+$700K	0.07%	83

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Klingman & Associates's DFUS Position: Q3 2026 in Review

Klingman & Associates held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 11,724 shares worth $973K. The position accounts for 0.04% of the portfolio, ranked #147.

Klingman & Associates first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Klingman & Associates held 11,724 shares of Dimensional US Equity ETF worth $973K as of Q3 2026.
Klingman & Associates left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.04% of Klingman & Associates's portfolio in Q3 2026, its #147 holding.
Klingman & Associates first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.