MWM
DFUS

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

Meritas 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
Q2 		$26.8M Buy
327,390
+18,932
+6% +$1.5M 10.48% 4
2026
Q1 		$21.9M Buy
308,458
+25,600
+9% +$1.9M 9.89% 4
2025
Q4 		$21M Sell
282,858
-1,545
-0.5% -$114K 10.09% 3
2025
Q3 		$20.6M Buy
284,403
+7,338
+3% +$511K 10.2% 3
2025
Q2 		$18.6M Buy
277,065
+7,714
+3% +$478K 10.21% 3
2025
Q1 		$16.3M Buy
269,351
+16,887
+7% +$1.08M 9.55% 3
2024
Q4 		$16.1M Buy
252,464
+8,267
+3% +$530K 9.68% 3
2024
Q3 		$15.2M Buy
244,197
+16,138
+7% +$966K 9.4% 3
2024
Q2 		$13.4M Sell
228,059
-4,586
-2% -$261K 9.46% 3
2024
Q1 		$13.3M Buy
232,645
+7,702
+3% +$417K 9.23% 3
2023
Q4 		$11.7M Sell
224,943
-1,345
-0.6% -$65.1K 8.74% 4
2023
Q3 		$10.5M Buy
226,288
+2,223
+1% +$108K 8.07% 3
2023
Q2 		$10.8M Sell
224,065
-2,616
-1% -$119K 8.1% 4
2023
Q1 		$10.1M Buy
226,681
+10,242
+5% +$445K 7.92% 4
2022
Q4 		$9.01M Buy
+216,439
New +$9.05M 7.44% 3

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Meritas Wealth Management's DFUS Position: Q2 2026 in Review

Meritas Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 6.1% in Q2 2026, buying an estimated $1.5M and bringing the position to 327,390 shares worth $26.8M. The position accounts for 10.48% of the portfolio, ranked #4.

Meritas Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Meritas Wealth Management held 327,390 shares of Dimensional US Equity ETF worth $26.8M as of Q2 2026.
  • Meritas Wealth Management bought 18,932 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.5M.
  • Dimensional US Equity ETF made up 10.48% of Meritas Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Meritas Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.