MWM
DFUS

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

McMill 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
Q1 		– Sell
-272,489
Closed -$20.2M – 72
2025
Q4 		$20.2M Sell
272,489
-2,029
-0.7% -$149K 5.68% 6
2025
Q3 		$19.9M Buy
274,518
+1,598
+0.6% +$111K 5.67% 6
2025
Q2 		$18.3M Buy
272,920
+7,116
+3% +$441K 6.05% 5
2025
Q1 		$16.1M Buy
265,804
+71,724
+37% +$4.58M 5.79% 5
2024
Q4 		$12.4M Buy
+194,080
New +$12.4M 5.01% 8

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

McMill Wealth Management's DFUS Position: Q1 2026 in Review

McMill Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 272,489 shares — an estimated $20.2M sold.

McMill Wealth Management first reported a position in DFUS in Q4 2024 and held it in 5 quarters. The position peaked at $20.2M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • McMill Wealth Management reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • McMill Wealth Management sold 272,489 Dimensional US Equity ETF shares in Q1 2026, an estimated $20.2M.
  • McMill Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and held it in 5 quarters.
  • McMill Wealth Management's Dimensional US Equity ETF position peaked at $20.2M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.