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 Q3	$341K	Hold	4,109	–	–	0.04%	79
2026 Q2	$337K	Hold	4,109	–	–	0.04%	91
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

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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Meridian Wealth Partners's DFUS Position: Q3 2026 in Review

Meridian Wealth Partners held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 4,109 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #79.

Meridian Wealth Partners first reported a position in DFUS in Q2 2021 and has held it in 18 quarters since. 637 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Meridian Wealth Partners held 4,109 shares of Dimensional US Equity ETF worth $341K as of Q3 2026.
Meridian Wealth Partners left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.04% of Meridian Wealth Partners's portfolio in Q3 2026, its #79 holding.
Meridian Wealth Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 18 quarters since.
637 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Meridian Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.