MPW
DFUS

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

MASECO 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
Q2 		$604M Sell
7,371,581
-114,982
-2% -$9.09M 16.97% 1
2026
Q1 		$531M Buy
7,486,563
+26,368
+0.4% +$1.95M 16.65% 1
2025
Q4 		$553M Sell
7,460,195
-77,103
-1% -$5.66M 24.08% 1
2025
Q3 		$546M Sell
7,537,298
-359,698
-5% -$25.1M 26.46% 1
2025
Q2 		$529M Buy
+7,896,996
New +$489M 20.12% 1

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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MASECO Private Wealth's DFUS Position: Q2 2026 in Review

MASECO Private Wealth reduced its Dimensional US Equity ETF (DFUS) stake by 1.5% in Q2 2026, selling an estimated $9.09M and leaving 7,371,581 shares worth $604M. The position accounts for 16.97% of the portfolio, ranked #1.

MASECO Private Wealth first reported a position in DFUS in Q2 2025 and has held it in 5 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • MASECO Private Wealth held 7,371,581 shares of Dimensional US Equity ETF worth $604M as of Q2 2026.
  • MASECO Private Wealth sold 114,982 Dimensional US Equity ETF shares in Q2 2026, an estimated $9.09M.
  • Dimensional US Equity ETF made up 16.97% of MASECO Private Wealth's portfolio in Q2 2026, its #1 holding.
  • MASECO Private Wealth first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.