Midwest Trust
DFUS icon

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
Q3 		$1.95M Sell
23,465
-274
-1% -$22.7K 0.02% 306
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

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
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

Midwest Trust's DFUS Position: Q3 2026 in Review

Midwest Trust reduced its Dimensional US Equity ETF (DFUS) stake by 1.2% in Q3 2026, selling an estimated $22.7K and leaving 23,465 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #306.

Midwest Trust first reported a position in DFUS in Q2 2025 and has held it in 6 quarters since. 568 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Midwest Trust held 23,465 shares of Dimensional US Equity ETF worth $1.95M as of Q3 2026.
  • Midwest Trust sold 274 Dimensional US Equity ETF shares in Q3 2026, an estimated $22.7K.
  • Dimensional US Equity ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #306 holding.
  • Midwest Trust first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 568 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.