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 Q3	$1.73M	Hold	20,831	–	–	0.32%	47
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 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

MBM Wealth Consultants's DFUS Position: Q3 2026 in Review

MBM Wealth Consultants held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 20,831 shares worth $1.73M. The position accounts for 0.32% of the portfolio, ranked #47.

MBM Wealth Consultants first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. 443 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

MBM Wealth Consultants held 20,831 shares of Dimensional US Equity ETF worth $1.73M as of Q3 2026.
MBM Wealth Consultants left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.32% of MBM Wealth Consultants's portfolio in Q3 2026, its #47 holding.
MBM Wealth Consultants first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
443 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on MBM Wealth Consultants's 13F filing for Q3 2026, filed 20 Oct 2026.