Madrona Financial Services’s Dimensional US Equity ETF DFUS Stock Holding History

Madrona Financial Services’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	$700K	Hold	8,547	–	–	0.13%	64
2026 Q1	$606K	Hold	8,547	–	–	0.13%	63
2025 Q4	$634K	Hold	8,547	–	–	0.14%	57
2025 Q3	$619K	Hold	8,547	–	–	0.14%	50
2025 Q2	$573K	Hold	8,547	–	–	0.14%	52
2025 Q1	$517K	Hold	8,547	–	–	0.14%	57
2024 Q4	$545K	Hold	8,547	–	–	0.15%	52
2024 Q3	$532K	Hold	8,547	–	–	0.15%	56
2024 Q2	$503K	Sell	8,547 -1,505	-15%	-$85.6K	0.15%	55
2024 Q1	$573K	Sell	10,052 -755	-7%	-$40.9K	0.2%	48
2023 Q4	$560K	Hold	10,807	–	–	0.22%	44
2023 Q3	$503K	Sell	10,807 -6,365	-37%	-$308K	0.23%	54
2023 Q2	$827K	Hold	17,172	–	–	0.4%	43
2023 Q1	$763K	Hold	17,172	–	–	0.41%	33
2022 Q4	$715K	Hold	17,172	–	–	0.41%	29
2022 Q3	$667K	Hold	17,172	–	–	0.41%	30
2022 Q2	$700K	Buy	+17,172	New	+$761K	0.41%	31
2022 Q1	–	Sell	-17,172	Closed	-$888K	–	79
2021 Q4	$888K	Buy	+17,172	New	+$863K	0.38%	34

Other funds holding DFUS

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

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Madrona Financial Services's DFUS Position: Q2 2026 in Review

Madrona Financial Services held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 8,547 shares worth $700K. The position accounts for 0.13% of the portfolio, ranked #64.

Madrona Financial Services first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $888K in Q4 2021. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Madrona Financial Services held 8,547 shares of Dimensional US Equity ETF worth $700K as of Q2 2026.
Madrona Financial Services left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.13% of Madrona Financial Services's portfolio in Q2 2026, its #64 holding.
Madrona Financial Services first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
Madrona Financial Services's Dimensional US Equity ETF position peaked at $888K in Q4 2021.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.