Meridian Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Meridian Wealth Partners’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	$291K	Hold	4,109	–	–	0.04%	90
2025 Q4	$305K	Sell	4,109 -387	-9%	-$28.4K	0.04%	84
2025 Q3	$326K	Hold	4,496	–	–	0.04%	84
2025 Q2	$301K	Hold	4,496	–	–	0.04%	93
2025 Q1	$272K	Hold	4,496	–	–	0.04%	88
2024 Q4	$287K	Hold	4,496	–	–	0.04%	88
2024 Q3	$280K	Hold	4,496	–	–	0.04%	86
2024 Q2	$265K	Hold	4,496	–	–	0.05%	87
2024 Q1	$256K	Hold	4,496	–	–	0.05%	87
2023 Q4	$233K	Hold	4,496	–	–	0.04%	92
2023 Q3	$209K	Hold	4,496	–	–	0.04%	93
2023 Q2	$217K	Buy	+4,496	New	+$205K	0.04%	87
2022 Q2	–	Sell	-4,496	Closed	-$220K	–	84
2022 Q1	$220K	Hold	4,496	–	–	0.05%	74
2021 Q4	$232K	Hold	4,496	–	–	0.05%	73
2021 Q3	$212K	Hold	4,496	–	–	0.05%	73
2021 Q2	$212K	Buy	+4,496	New	+$210K	0.05%	75

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

Meridian Wealth Partners's DFUS Position: Q1 2026 in Review

Meridian Wealth Partners held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 4,109 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #90.

Meridian Wealth Partners first reported a position in DFUS in Q2 2021 and has held it in 16 quarters since. The position peaked at $326K in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Meridian Wealth Partners held 4,109 shares of Dimensional US Equity ETF worth $291K as of Q1 2026.
Meridian Wealth Partners left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.04% of Meridian Wealth Partners's portfolio in Q1 2026, its #90 holding.
Meridian Wealth Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 16 quarters since.
Meridian Wealth Partners's Dimensional US Equity ETF position peaked at $326K in Q3 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.