MWM
DFUS

Mission Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Mission Wealth Management’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
Q1 		$32.9M Buy
464,245
+379,735
+449% +$28.1M 0.68% 27
2025
Q4 		$6.27M Buy
84,510
+6,078
+8% +$447K 0.13% 92
2025
Q3 		$5.68M Sell
78,432
-1,270
-2% -$88.5K 0.11% 104
2025
Q2 		$5.34M Sell
79,702
-756
-0.9% -$46.8K 0.11% 108
2025
Q1 		$4.87M Sell
80,458
-291
-0.4% -$18.6K 0.12% 103
2024
Q4 		$5.15M Sell
80,749
-19,935
-20% -$1.28M 0.12% 95
2024
Q3 		$6.26M Sell
100,684
-274
-0.3% -$16.4K 0.15% 82
2024
Q2 		$5.94M Sell
100,958
-16,945
-14% -$963K 0.16% 83
2024
Q1 		$6.72M Buy
117,903
+500
+0.4% +$27.1K 0.18% 86
2023
Q4 		$6.08M Buy
117,403
+21,072
+22% +$1.02M 0.2% 70
2023
Q3 		$4.48M Buy
96,331
+2,039
+2% +$98.6K 0.17% 80
2023
Q2 		$4.54M Buy
94,292
+3,223
+4% +$147K 0.17% 73
2023
Q1 		$4.05M Sell
91,069
-87
-0.1% -$3.78K 0.17% 76
2022
Q4 		$3.79M Sell
91,156
-4,086
-4% -$171K 0.18% 71
2022
Q3 		$3.7M Sell
95,242
-5,651
-6% -$243K 0.2% 66
2022
Q2 		$4.11M Buy
100,893
+12,444
+14% +$551K 0.22% 62
2022
Q1 		$4.34M Buy
88,449
+12,536
+17% +$606K 0.2% 65
2021
Q4 		$3.92M Buy
75,913
+13,131
+21% +$660K 0.18% 68
2021
Q3 		$2.96M Sell
62,782
-97
-0.2% -$4.69K 0.15% 81
2021
Q2 		$2.96M Buy
+62,879
New +$2.93M 0.16% 76

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mission Wealth Management's DFUS Position: Q1 2026 in Review

Mission Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 449% in Q1 2026, buying an estimated $28.1M and bringing the position to 464,245 shares worth $32.9M. The position accounts for 0.68% of the portfolio, ranked #27.

Mission Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Mission Wealth Management held 464,245 shares of Dimensional US Equity ETF worth $32.9M as of Q1 2026.
  • Mission Wealth Management bought 379,735 Dimensional US Equity ETF shares in Q1 2026, an estimated $28.1M.
  • Dimensional US Equity ETF made up 0.68% of Mission Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Mission Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.