MBE Wealth Management
DFUS icon

MBE Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

MBE Wealth Management’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 		$567K Buy
6,829
+271
+4% +$22.5K 0.2% 74
2026
Q2 		$537K Buy
6,558
+1,783
+37% +$141K 0.19% 74
2026
Q1 		$339K Buy
4,775
+2
+0% +$148 0.14% 99
2025
Q4 		$354K Buy
4,773
+1
+0% +$73 0.15% 90
2025
Q3 		$346K Buy
4,772
+1
+0% +$70 0.15% 85
2025
Q2 		$320K Hold
4,771
– – 0.14% 90
2025
Q1 		$289K Buy
+4,771
New +$305K 0.14% 91

Other funds holding DFUS

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

MBE Wealth Management's DFUS Position: Q3 2026 in Review

MBE Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 4.1% in Q3 2026, buying an estimated $22.5K and bringing the position to 6,829 shares worth $567K. The position accounts for 0.2% of the portfolio, ranked #74.

MBE Wealth Management first reported a position in DFUS in Q1 2025 and has held it in 7 quarters since. 637 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • MBE Wealth Management held 6,829 shares of Dimensional US Equity ETF worth $567K as of Q3 2026.
  • MBE Wealth Management bought 271 Dimensional US Equity ETF shares in Q3 2026, an estimated $22.5K.
  • Dimensional US Equity ETF made up 0.2% of MBE Wealth Management's portfolio in Q3 2026, its #74 holding.
  • MBE Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 7 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.