Milestone Asset Management Group’s Dimensional US Equity ETF DFUS Stock Holding History

Milestone Asset Management Group’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	$1.1M	Buy	13,268 +114	+0.9%	+$9.46K	0.51%	48
2026 Q2	$1.08M	Buy	13,154 +18	+0.1%	+$1.42K	0.54%	49
2026 Q1	$931K	Buy	13,136 +44	+0.3%	+$3.26K	0.54%	50
2025 Q4	$971K	Buy	13,092 +206	+2%	+$15.1K	0.55%	49
2025 Q3	$933K	Buy	12,886 +18	+0.1%	+$1.25K	0.59%	47
2025 Q2	$862K	Buy	12,868 +20	+0.2%	+$1.24K	0.64%	44
2025 Q1	$777K	Sell	12,848 -23	-0.2%	-$1.47K	0.7%	44
2024 Q4	$821K	Buy	+12,871	New	+$825K	0.73%	40

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Milestone Asset Management Group's DFUS Position: Q3 2026 in Review

Milestone Asset Management Group increased its Dimensional US Equity ETF (DFUS) stake by 0.87% in Q3 2026, buying an estimated $9.46K and bringing the position to 13,268 shares worth $1.1M. The position accounts for 0.51% of the portfolio, ranked #48.

Milestone Asset Management Group first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Milestone Asset Management Group held 13,268 shares of Dimensional US Equity ETF worth $1.1M as of Q3 2026.
Milestone Asset Management Group bought 114 Dimensional US Equity ETF shares in Q3 2026, an estimated $9.46K.
Dimensional US Equity ETF made up 0.51% of Milestone Asset Management Group's portfolio in Q3 2026, its #48 holding.
Milestone Asset Management Group first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.