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
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 $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
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
PL
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

MASECO Private Wealth increased its Dimensional US Equity ETF (DFUS) stake by 0.35% in Q1 2026, buying an estimated $1.95M and bringing the position to 7,486,563 shares worth $531M. The position accounts for 16.65% of the portfolio, ranked #1.

MASECO Private Wealth first reported a position in DFUS in Q2 2025 and has held it in 4 quarters since. The position peaked at $553M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • MASECO Private Wealth held 7,486,563 shares of Dimensional US Equity ETF worth $531M as of Q1 2026.
  • MASECO Private Wealth bought 26,368 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.95M.
  • Dimensional US Equity ETF made up 16.65% of MASECO Private Wealth's portfolio in Q1 2026, its #1 holding.
  • MASECO Private Wealth first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Dimensional US Equity ETF position peaked at $553M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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