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

Navigoe 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	$18K	Hold	227	–	–	0.01%	123
2026 Q1	$16K	Hold	227	–	–	0.01%	109
2025 Q4	$16K	Hold	227	–	–	0.01%	124
2025 Q3	$16K	Hold	227	–	–	0.01%	124
2025 Q2	$15K	Hold	227	–	–	0.01%	99
2025 Q1	$13K	Hold	227	–	–	0.01%	102
2024 Q4	$14K	Buy	+227	New	+$14.6K	0.01%	100

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 $2.46B AUM 19.75% 1-Year Est. Return

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

Navigoe Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 227 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #123.

Navigoe Wealth Management first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Navigoe Wealth Management held 227 shares of Dimensional US Equity ETF worth $18K as of Q2 2026.
Navigoe Wealth Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #123 holding.
Navigoe Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.