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 Q3	$26M	Buy	+312,754	New	+$26M	5.9%	6
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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

McMill Wealth Management's DFUS Position: Q3 2026 in Review

McMill Wealth Management opened a new position in Dimensional US Equity ETF (DFUS) in Q3 2026: 312,754 shares worth $26M. The stake represents 5.9% of the portfolio and ranks #6 among its holdings. This is a return to the name: McMill Wealth Management previously reported a position in DFUS as recently as Q4 2025.

McMill Wealth Management first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. 696 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

McMill Wealth Management held 312,754 shares of Dimensional US Equity ETF worth $26M as of Q3 2026.
Dimensional US Equity ETF was a new McMill Wealth Management position in Q3 2026.
Dimensional US Equity ETF made up 5.9% of McMill Wealth Management's portfolio in Q3 2026, its #6 holding.
McMill Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
696 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on McMill Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.