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MassMutual Private Wealth & Trust’s Dimensional US Equity ETF DFUS Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-147
Closed -$9.85K – 2396
2025
Q2 		$9.85K Buy
+147
New +$9.1K ﹤0.01% 1366
2022
Q1 		– Sell
-2,247
Closed -$116K – 1547
2021
Q4 		$116K Hold
2,247
– – ﹤0.01% 392
2021
Q3 		$106K Hold
2,247
– – ﹤0.01% 393
2021
Q2 		$106K Buy
+2,247
New +$105K ﹤0.01% 394

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MassMutual Private Wealth & Trust's DFUS Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of Dimensional US Equity ETF (DFUS) in Q3 2025, closing a stake of 147 shares — an estimated $9.85K sold.

MassMutual Private Wealth & Trust first reported a position in DFUS in Q2 2021 and held it in 4 quarters. The position peaked at $116K in Q4 2021. 763 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining Dimensional US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 147 Dimensional US Equity ETF shares in Q3 2025, an estimated $9.85K.
  • MassMutual Private Wealth & Trust first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 4 quarters.
  • MassMutual Private Wealth & Trust's Dimensional US Equity ETF position peaked at $116K in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.