MWM
DFUS

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
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

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MBE Wealth Management's DFUS Position: Q2 2026 in Review

MBE Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 37% in Q2 2026, buying an estimated $141K and bringing the position to 6,558 shares worth $537K. The position accounts for 0.19% of the portfolio, ranked #74.

MBE Wealth Management first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. 422 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • MBE Wealth Management held 6,558 shares of Dimensional US Equity ETF worth $537K as of Q2 2026.
  • MBE Wealth Management bought 1,783 Dimensional US Equity ETF shares in Q2 2026, an estimated $141K.
  • Dimensional US Equity ETF made up 0.19% of MBE Wealth Management's portfolio in Q2 2026, its #74 holding.
  • MBE Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 422 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.