Magnolia Private Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Magnolia Private Wealth’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 Q1	$883K	Sell	12,449 -2,352	-16%	-$174K	0.59%	46
2025 Q4	$1.1M	Sell	14,801 -778	-5%	-$57.2K	0.77%	34
2025 Q3	$1.13M	Buy	15,579 +5,661	+57%	+$394K	0.83%	31
2025 Q2	$665K	Sell	9,918 -198,906	-95%	-$12.3M	0.52%	52
2025 Q1	$853K	Buy	+208,824	New	+$13.3M	0.7%	36

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Magnolia Private Wealth's DFUS Position: Q1 2026 in Review

Magnolia Private Wealth reduced its Dimensional US Equity ETF (DFUS) stake by 16% in Q1 2026, selling an estimated $174K and leaving 12,449 shares worth $883K. The position accounts for 0.59% of the portfolio, ranked #46.

Magnolia Private Wealth first reported a position in DFUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q3 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Magnolia Private Wealth held 12,449 shares of Dimensional US Equity ETF worth $883K as of Q1 2026.
Magnolia Private Wealth sold 2,352 Dimensional US Equity ETF shares in Q1 2026, an estimated $174K.
Dimensional US Equity ETF made up 0.59% of Magnolia Private Wealth's portfolio in Q1 2026, its #46 holding.
Magnolia Private Wealth first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 5 quarters since.
Magnolia Private Wealth's Dimensional US Equity ETF position peaked at $1.13M in Q3 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.