Midland Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Midland Wealth Advisors’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	–	Sell	-9,636	Closed	-$683K	–	163
2026 Q1	$683K	Sell	9,636 -29	-0.3%	-$2.15K	0.04%	87
2025 Q4	$717K	Sell	9,665 -32	-0.3%	-$2.35K	0.04%	89
2025 Q3	$702K	Buy	9,697 +21	+0.2%	+$1.46K	0.04%	94
2025 Q2	$648K	Sell	9,676 -51	-0.5%	-$3.16K	0.04%	100
2025 Q1	$588K	Sell	9,727 -154	-2%	-$9.8K	0.03%	119
2024 Q4	$630K	Buy	9,881 +30	+0.3%	+$1.92K	0.04%	117
2024 Q3	$613K	Sell	9,851 -144	-1%	-$8.62K	0.04%	123
2024 Q2	$588K	Sell	9,995 -526	-5%	-$29.9K	0.03%	126
2024 Q1	$600K	Sell	10,521 -130	-1%	-$7.04K	0.04%	123
2023 Q4	$552K	Buy	+10,651	New	+$516K	0.04%	127

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Midland Wealth Advisors's DFUS Position: Q2 2026 in Review

Midland Wealth Advisors sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 9,636 shares — an estimated $683K sold.

Midland Wealth Advisors first reported a position in DFUS in Q4 2023 and held it in 10 quarters. The position peaked at $717K in Q4 2025. 877 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Midland Wealth Advisors reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
Midland Wealth Advisors sold 9,636 Dimensional US Equity ETF shares in Q2 2026, an estimated $683K.
Midland Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2023 and held it in 10 quarters.
Midland Wealth Advisors's Dimensional US Equity ETF position peaked at $717K in Q4 2025.
877 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.