Marshall & Sterling Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Marshall & Sterling Wealth Advisors’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	$126K	Hold	1,535	–	–	0.07%	109
2026 Q1	$109K	Hold	1,535	–	–	0.07%	111
2025 Q4	$114K	Sell	1,535 -12	-0.8%	-$882	0.08%	105
2025 Q3	$112K	Sell	1,547 -18	-1%	-$1.25K	0.07%	113
2025 Q2	$105K	Buy	1,565 +13	+0.8%	+$805	0.07%	108
2025 Q1	$93.9K	Sell	1,552 -1	-0.1%	-$64	0.06%	108
2024 Q4	$99K	Buy	+1,553	New	+$99.6K	0.07%	99

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

Marshall & Sterling Wealth Advisors's DFUS Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 1,535 shares worth $126K. The position accounts for 0.07% of the portfolio, ranked #109.

Marshall & Sterling Wealth Advisors first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Marshall & Sterling Wealth Advisors held 1,535 shares of Dimensional US Equity ETF worth $126K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.07% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Marshall & Sterling Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.