Mather Group’s Dimensional US Equity ETF DFUS Stock Holding History

Mather 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
2026 Q3	$1.63M	Sell	19,645 -136	-0.7%	-$11.3K	0.01%	292
2026 Q2	$1.62M	Buy	19,781 +2,994	+18%	+$237K	0.01%	295
2026 Q1	$1.19M	Buy	16,787 +1,516	+10%	+$112K	0.01%	302
2025 Q4	$1.13M	Buy	15,271 +746	+5%	+$54.8K	0.01%	264
2025 Q3	$1.05M	Sell	14,525 -448	-3%	-$31.2K	0.01%	268
2025 Q2	$1M	Sell	14,973 -69	-0.5%	-$4.27K	0.01%	263
2025 Q1	$910K	Buy	15,042 +9,814	+188%	+$627K	0.01%	267
2024 Q4	$333K	Sell	5,228 -3,404	-39%	-$218K	﹤0.01%	448
2024 Q3	$537K	Buy	8,632 +95	+1%	+$5.69K	0.01%	350
2024 Q2	$486K	Hold	8,537	–	–	0.01%	422
2024 Q1	$442K	Hold	8,537	–	–	0.01%	362
2023 Q4	$442K	Hold	8,537	–	–	0.01%	375
2023 Q3	$397K	Hold	8,537	–	–	0.01%	377
2023 Q2	$411K	Hold	8,537	–	–	0.01%	388
2023 Q1	$379K	Hold	8,537	–	–	0.01%	360
2022 Q4	$355K	Hold	8,537	–	–	0.01%	360
2022 Q3	$331K	Hold	8,537	–	–	0.01%	350
2022 Q2	$348K	Buy	+8,537	New	+$378K	0.01%	281

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Mather Group's DFUS Position: Q3 2026 in Review

Mather Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.69% in Q3 2026, selling an estimated $11.3K and leaving 19,645 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #292.

Mather Group first reported a position in DFUS in Q2 2022 and has held it in 18 quarters since. 274 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Mather Group held 19,645 shares of Dimensional US Equity ETF worth $1.63M as of Q3 2026.
Mather Group sold 136 Dimensional US Equity ETF shares in Q3 2026, an estimated $11.3K.
Dimensional US Equity ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #292 holding.
Mather Group first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 18 quarters since.
274 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.