MT
DFUS

Midwest Trust’s Dimensional US Equity ETF DFUS Stock Holding History

Midwest Trust’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 		$1.95M Sell
23,739
-135
-0.6% -$10.7K 0.02% 302
2026
Q1 		$1.69M Hold
23,874
– – 0.02% 304
2025
Q4 		$1.77M Sell
23,874
-44
-0.2% -$3.23K 0.02% 292
2025
Q3 		$1.73M Sell
23,918
-82
-0.3% -$5.71K 0.02% 291
2025
Q2 		$1.61M Buy
+24,000
New +$1.49M 0.02% 295

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

Midwest Trust's DFUS Position: Q2 2026 in Review

Midwest Trust reduced its Dimensional US Equity ETF (DFUS) stake by 0.57% in Q2 2026, selling an estimated $10.7K and leaving 23,739 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #302.

Midwest Trust first reported a position in DFUS in Q2 2025 and has held it in 5 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Midwest Trust held 23,739 shares of Dimensional US Equity ETF worth $1.95M as of Q2 2026.
  • Midwest Trust sold 135 Dimensional US Equity ETF shares in Q2 2026, an estimated $10.7K.
  • Dimensional US Equity ETF made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #302 holding.
  • Midwest Trust first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.