MBM Wealth Consultants’s Dimensional US Equity ETF DFUS Stock Holding History

MBM Wealth Consultants’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	$1.71M	Hold	20,831	–	–	0.33%	45
2026 Q1	$1.48M	Hold	20,831	–	–	0.34%	46
2025 Q4	$1.55M	Hold	20,831	–	–	0.37%	47
2025 Q3	$1.51M	Hold	20,831	–	–	0.37%	43
2025 Q2	$1.4M	Hold	20,831	–	–	0.37%	41
2025 Q1	$1.26M	Hold	20,831	–	–	0.37%	44
2024 Q4	$1.33M	Hold	20,831	–	–	0.39%	41
2024 Q3	$1.3M	Hold	20,831	–	–	0.41%	42
2024 Q2	$1.25M	Hold	20,831	–	–	0.43%	39
2024 Q1	$1.19M	Hold	20,831	–	–	0.42%	36
2023 Q4	$1.11M	Hold	20,831	–	–	0.42%	34
2023 Q3	$976K	Hold	20,831	–	–	0.42%	32
2023 Q2	$1.01M	Hold	20,831	–	–	0.43%	31
2023 Q1	$926K	Hold	20,831	–	–	0.38%	29
2022 Q4	$863K	Hold	20,831	–	–	0.4%	29
2022 Q3	$829K	Hold	20,831	–	–	0.4%	28
2022 Q2	$849K	Hold	20,831	–	–	0.42%	28
2022 Q1	$1.02M	Hold	20,831	–	–	0.42%	31
2021 Q4	$1.08M	Hold	20,831	–	–	0.45%	30
2021 Q3	$982K	Hold	20,831	–	–	0.45%	37
2021 Q2	$982K	Buy	+20,831	New	+$971K	0.46%	35

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

MBM Wealth Consultants's DFUS Position: Q2 2026 in Review

MBM Wealth Consultants held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 20,831 shares worth $1.71M. The position accounts for 0.33% of the portfolio, ranked #45.

MBM Wealth Consultants first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 443 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

MBM Wealth Consultants held 20,831 shares of Dimensional US Equity ETF worth $1.71M as of Q2 2026.
MBM Wealth Consultants left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.33% of MBM Wealth Consultants's portfolio in Q2 2026, its #45 holding.
MBM Wealth Consultants first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
443 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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