Mission Wealth Management
DFUS icon

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
Q3 		$30.6M Sell
368,485
-54,481
-13% -$4.52M 0.48% 36
2026
Q2 		$34.7M Sell
422,966
-41,279
-9% -$3.26M 0.42% 38
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

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Wealth Management's DFUS Position: Q3 2026 in Review

Mission Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 13% in Q3 2026, selling an estimated $4.52M and leaving 368,485 shares worth $30.6M. The position accounts for 0.48% of the portfolio, ranked #36.

Mission Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. The position peaked at $34.7M in Q2 2026. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Mission Wealth Management held 368,485 shares of Dimensional US Equity ETF worth $30.6M as of Q3 2026.
  • Mission Wealth Management sold 54,481 Dimensional US Equity ETF shares in Q3 2026, an estimated $4.52M.
  • Dimensional US Equity ETF made up 0.48% of Mission Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Mission Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
  • Mission Wealth Management's Dimensional US Equity ETF position peaked at $34.7M in Q2 2026.
  • 304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.