MWG
DFUS

Martin Worley Group’s Dimensional US Equity ETF DFUS Stock Holding History

Martin Worley Group’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
Q2 		$350K Buy
5,225
+753
+17% +$46.6K 0.17% 72
2025
Q1 		$270K Hold
4,472
– – 0.15% 72
2024
Q4 		$285K Buy
+4,472
New +$287K 0.18% 73

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Martin Worley Group's DFUS Position: Q2 2025 in Review

Martin Worley Group increased its Dimensional US Equity ETF (DFUS) stake by 17% in Q2 2025, buying an estimated $46.6K and bringing the position to 5,225 shares worth $350K. The position accounts for 0.17% of the portfolio, ranked #72.

Martin Worley Group first reported a position in DFUS in Q4 2024 and has held it in 3 quarters since. 741 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Martin Worley Group held 5,225 shares of Dimensional US Equity ETF worth $350K as of Q2 2025.
  • Martin Worley Group bought 753 Dimensional US Equity ETF shares in Q2 2025, an estimated $46.6K.
  • Dimensional US Equity ETF made up 0.17% of Martin Worley Group's portfolio in Q2 2025, its #72 holding.
  • Martin Worley Group first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 741 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.