MWM
DFUS

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

Modern 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 		$240K Sell
2,923
-18
-0.6% -$1.42K ﹤0.01% 960
2026
Q1 		$210K Sell
2,941
-1,139
-28% -$84.4K ﹤0.01% 827
2025
Q4 		$303K Buy
4,080
+147
+4% +$10.8K 0.01% 677
2025
Q3 		$285K Buy
3,933
+769
+24% +$53.6K 0.01% 661
2025
Q2 		$212K Buy
+3,164
New +$196K 0.01% 730

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

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

Modern Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.61% in Q2 2026, selling an estimated $1.42K and leaving 2,923 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Modern Wealth Management first reported a position in DFUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $303K in Q4 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Modern Wealth Management held 2,923 shares of Dimensional US Equity ETF worth $240K as of Q2 2026.
  • Modern Wealth Management sold 18 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.42K.
  • Dimensional US Equity ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #960 holding.
  • Modern Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's Dimensional US Equity ETF position peaked at $303K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.