Meritas Wealth Management
DFUS icon

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
Q3 		$28.1M Buy
338,591
+11,201
+3% +$929K 10.13% 3
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

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Meritas Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 3.4% in Q3 2026, buying an estimated $929K and bringing the position to 338,591 shares worth $28.1M. The position accounts for 10.13% of the portfolio, ranked #3.

Meritas Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 16 quarters since. 504 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Meritas Wealth Management held 338,591 shares of Dimensional US Equity ETF worth $28.1M as of Q3 2026.
  • Meritas Wealth Management bought 11,201 Dimensional US Equity ETF shares in Q3 2026, an estimated $929K.
  • Dimensional US Equity ETF made up 10.13% of Meritas Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Meritas Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 504 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Meritas Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.