Marcum Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Marcum 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
2025 Q1	$1.57M	Buy	26,023 +49	+0.2%	+$3.13K	0.14%	79
2024 Q4	$1.66M	Buy	25,974 +78	+0.3%	+$5K	0.14%	75
2024 Q3	$1.61M	Buy	25,896 +54	+0.2%	+$3.23K	0.15%	70
2024 Q2	$1.52M	Buy	25,842 +71	+0.3%	+$4.04K	0.15%	71
2024 Q1	$1.47M	Buy	25,771 +53	+0.2%	+$2.87K	0.15%	74
2023 Q4	$1.33M	Buy	25,718 +116	+0.5%	+$5.62K	0.14%	78
2023 Q3	$1.19M	Buy	25,602 +87	+0.3%	+$4.21K	0.14%	80
2023 Q2	$1.23M	Buy	25,515 +87	+0.3%	+$3.96K	0.14%	79
2023 Q1	$1.13M	Buy	25,428 +78	+0.3%	+$3.39K	0.14%	83
2022 Q4	$1.05M	Buy	25,350 +117	+0.5%	+$4.89K	0.14%	81
2022 Q3	$980K	Buy	25,233 +99	+0.4%	+$4.26K	0.15%	80
2022 Q2	$1.02M	Buy	+25,134	New	+$1.11M	0.15%	86

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

RFP

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Marcum Wealth's DFUS Position: Q1 2025 in Review

Marcum Wealth increased its Dimensional US Equity ETF (DFUS) stake by 0.19% in Q1 2025, buying an estimated $3.13K and bringing the position to 26,023 shares worth $1.57M. The position accounts for 0.14% of the portfolio, ranked #79.

Marcum Wealth first reported a position in DFUS in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.66M in Q4 2024. 704 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

Marcum Wealth held 26,023 shares of Dimensional US Equity ETF worth $1.57M as of Q1 2025.
Marcum Wealth bought 49 Dimensional US Equity ETF shares in Q1 2025, an estimated $3.13K.
Dimensional US Equity ETF made up 0.14% of Marcum Wealth's portfolio in Q1 2025, its #79 holding.
Marcum Wealth first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 12 quarters since.
Marcum Wealth's Dimensional US Equity ETF position peaked at $1.66M in Q4 2024.
704 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.