MWA
DFUS

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% -$9.84K 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
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

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. 871 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.
  • 871 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.