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 Q3	$671K	Sell	8,077 -470	-5%	-$39K	0.1%	80
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

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

Madrona Financial Services's DFUS Position: Q3 2026 in Review

Madrona Financial Services reduced its Dimensional US Equity ETF (DFUS) stake by 5.5% in Q3 2026, selling an estimated $39K and leaving 8,077 shares worth $671K. The position accounts for 0.1% of the portfolio, ranked #80.

Madrona Financial Services first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $888K in Q4 2021. 292 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Madrona Financial Services held 8,077 shares of Dimensional US Equity ETF worth $671K as of Q3 2026.
Madrona Financial Services sold 470 Dimensional US Equity ETF shares in Q3 2026, an estimated $39K.
Dimensional US Equity ETF made up 0.1% of Madrona Financial Services's portfolio in Q3 2026, its #80 holding.
Madrona Financial Services first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
Madrona Financial Services's Dimensional US Equity ETF position peaked at $888K in Q4 2021.
292 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.