Measured Wealth Private Client Group’s Dimensional US Equity ETF DFUS Stock Holding History

Measured Wealth Private Client Group’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	$954K	Sell	13,456 -92	-0.7%	-$6.82K	0.26%	55
2025 Q4	$1M	Sell	13,548 -11	-0.1%	-$808	0.27%	56
2025 Q3	$982K	Hold	13,559	–	–	0.26%	49
2025 Q2	$909K	Sell	13,559 -1,461	-10%	-$90.5K	0.27%	52
2025 Q1	$908K	Sell	15,020 -94	-0.6%	-$6.01K	0.29%	46
2024 Q4	$964K	Sell	15,114 -98	-0.6%	-$6.28K	0.31%	43
2024 Q3	$946K	Sell	15,212 -1,566	-9%	-$93.8K	0.32%	46
2024 Q2	$987K	Sell	16,778 -1,723	-9%	-$98K	0.35%	37
2024 Q1	$1.05M	Sell	18,501 -187	-1%	-$10.1K	0.37%	35
2023 Q4	$969K	Sell	18,688 -71	-0.4%	-$3.44K	0.36%	37
2023 Q3	$873K	Sell	18,759 -104	-0.6%	-$5.03K	0.35%	42
2023 Q2	$908K	Hold	18,863	–	–	0.35%	37
2023 Q1	$838K	Hold	18,863	–	–	0.32%	41
2022 Q4	$785K	Sell	18,863 -212	-1%	-$8.86K	0.32%	42
2022 Q3	$740K	Hold	19,075	–	–	0.33%	42
2022 Q2	$777K	Buy	+19,075	New	+$845K	0.34%	41
2022 Q1	–	Sell	-18,550	Closed	-$959K	–	181
2021 Q4	$959K	Sell	18,550 -30	-0.2%	-$1.51K	0.34%	45
2021 Q3	$876K	Hold	18,580	–	–	0.34%	45
2021 Q2	$876K	Buy	+18,580	New	+$866K	0.28%	56

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Measured Wealth Private Client Group's DFUS Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.68% in Q1 2026, selling an estimated $6.82K and leaving 13,456 shares worth $954K. The position accounts for 0.26% of the portfolio, ranked #55.

Measured Wealth Private Client Group first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q1 2024. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Measured Wealth Private Client Group held 13,456 shares of Dimensional US Equity ETF worth $954K as of Q1 2026.
Measured Wealth Private Client Group sold 92 Dimensional US Equity ETF shares in Q1 2026, an estimated $6.82K.
Dimensional US Equity ETF made up 0.26% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #55 holding.
Measured Wealth Private Client Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
Measured Wealth Private Client Group's Dimensional US Equity ETF position peaked at $1.05M in Q1 2024.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.