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

Modera 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
Q2 		$96.5M Buy
1,177,121
+87,637
+8% +$6.93M 1.03% 26
2026
Q1 		$77.3M Sell
1,089,484
-46,626
-4% -$3.46M 0.93% 28
2025
Q4 		$84.3M Sell
1,136,110
-52,197
-4% -$3.83M 0.97% 25
2025
Q3 		$86.1M Sell
1,188,307
-17,642
-1% -$1.23M 1% 27
2025
Q2 		$80.8M Buy
1,205,949
+60,542
+5% +$3.75M 1% 25
2025
Q1 		$69.3M Sell
1,145,407
-9,585
-0.8% -$612K 0.94% 27
2024
Q4 		$73.6M Sell
1,154,992
-12,140
-1% -$778K 0.89% 28
2024
Q3 		$72.6M Sell
1,167,132
-13,468
-1% -$806K 0.92% 29
2024
Q2 		$69.5M Sell
1,180,600
-17,633
-1% -$1M 1.02% 26
2024
Q1 		$68.3M Sell
1,198,233
-6,186
-0.5% -$335K 1.04% 24
2023
Q4 		$62.4M Buy
1,204,419
+1,365
+0.1% +$66.1K 1.03% 24
2023
Q3 		$56M Sell
1,203,054
-12,505
-1% -$605K 1.06% 23
2023
Q2 		$58.5M Sell
1,215,559
-15,492
-1% -$705K 1.06% 23
2023
Q1 		$54.7M Buy
1,231,051
+37,254
+3% +$1.62M 2.12% 13
2022
Q4 		$49.7M Buy
1,193,797
+62,280
+6% +$2.6M 2.02% 15
2022
Q3 		$43.9M Sell
1,131,517
-29,399
-3% -$1.26M 2.23% 13
2022
Q2 		$47.3M Sell
1,160,916
-17,142
-1% -$760K 2.25% 13
2022
Q1 		$57.7M Buy
1,178,058
+3,825
+0.3% +$185K 2.56% 12
2021
Q4 		$60.7M Buy
1,174,233
+26,966
+2% +$1.36M 2.32% 10
2021
Q3 		$54.1M Sell
1,147,267
-11,939
-1% -$578K 2.78% 11
2021
Q2 		$54.6M Buy
+1,159,206
New +$54M 2.95% 10

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

Modera Wealth Management's DFUS Position: Q2 2026 in Review

Modera Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 8% in Q2 2026, buying an estimated $6.93M and bringing the position to 1,177,121 shares worth $96.5M. The position accounts for 1.03% of the portfolio, ranked #26.

Modera Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Modera Wealth Management held 1,177,121 shares of Dimensional US Equity ETF worth $96.5M as of Q2 2026.
  • Modera Wealth Management bought 87,637 Dimensional US Equity ETF shares in Q2 2026, an estimated $6.93M.
  • Dimensional US Equity ETF made up 1.03% of Modera Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Modera Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.