Mosaic Family Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Mosaic Family Wealth Partners’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	$1.52M	Hold	18,549	–	–	0.1%	158
2026 Q1	$1.32M	Buy	18,549 +194	+1%	+$14.4K	0.13%	96
2025 Q4	$1.36M	Hold	18,355	–	–	0.15%	78
2025 Q3	$1.33M	Hold	18,355	–	–	0.16%	69
2025 Q2	$1.23M	Hold	18,355	–	–	0.16%	68
2025 Q1	$1.11M	Hold	18,355	–	–	0.16%	70
2024 Q4	$1.17M	Hold	18,355	–	–	0.17%	65
2024 Q3	$1.14M	Buy	18,355 +2,951	+19%	+$177K	0.17%	69
2024 Q2	$907K	Buy	15,404 +10,116	+191%	+$575K	0.15%	82
2024 Q1	$301K	Buy	+5,288	New	+$286K	0.05%	162

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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 $3.5B AUM 13.73% 1-Year Est. Return

Mosaic Family Wealth Partners's DFUS Position: Q2 2026 in Review

Mosaic Family Wealth Partners held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 18,549 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #158.

Mosaic Family Wealth Partners first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Mosaic Family Wealth Partners held 18,549 shares of Dimensional US Equity ETF worth $1.52M as of Q2 2026.
Mosaic Family Wealth Partners left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.1% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #158 holding.
Mosaic Family Wealth Partners first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.