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Legacy Wealth Management (Idaho)’s Dimensional US Equity ETF DFUS Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-285
Closed -$20.2K – 379
2026
Q1 		$20.2K Hold
285
– – 0.01% 380
2025
Q4 		$21.1K Buy
+285
New +$20.9K 0.01% 317

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MPW
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RFP
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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

Legacy Wealth Management (Idaho)'s DFUS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 285 shares — an estimated $20.2K sold.

Legacy Wealth Management (Idaho) first reported a position in DFUS in Q4 2025 and held it in 2 quarters. The position peaked at $21.1K in Q4 2025. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 285 Dimensional US Equity ETF shares in Q2 2026, an estimated $20.2K.
  • Legacy Wealth Management (Idaho) first reported a position in Dimensional US Equity ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Dimensional US Equity ETF position peaked at $21.1K in Q4 2025.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.