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

McGlone Suttner 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	$287K	Hold	3,502	–	–	0.03%	166
2026 Q1	$248K	Hold	3,502	–	–	0.03%	175
2025 Q4	$260K	Hold	3,502	–	–	0.03%	168
2025 Q3	$254K	Hold	3,502	–	–	0.04%	178
2025 Q2	$235K	Hold	3,502	–	–	0.04%	175
2025 Q1	$212K	Hold	3,502	–	–	0.03%	183
2024 Q4	$223K	Hold	3,502	–	–	0.04%	163
2024 Q3	$218K	Buy	+3,502	New	+$210K	0.05%	159
2024 Q1	–	Sell	-3,747	Closed	-$194K	–	317
2023 Q4	$194K	Buy	+3,747	New	+$181K	0.04%	161
2023 Q3	–	Sell	-4,748	Closed	-$229K	–	145
2023 Q2	$229K	Hold	4,748	–	–	0.05%	134
2023 Q1	$211K	Buy	+4,748	New	+$206K	0.05%	137

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

McGlone Suttner Wealth Management's DFUS Position: Q2 2026 in Review

McGlone Suttner Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 3,502 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #166.

McGlone Suttner Wealth Management first reported a position in DFUS in Q1 2023 and has held it in 11 quarters since. 401 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

McGlone Suttner Wealth Management held 3,502 shares of Dimensional US Equity ETF worth $287K as of Q2 2026.
McGlone Suttner Wealth Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #166 holding.
McGlone Suttner Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 11 quarters since.
401 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.