Net Worth Advisory Group’s Dimensional US Equity ETF DFUS Stock Holding History

Net Worth Advisory Group’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	$588K	Buy	7,064 +16	+0.2%	+$1.33K	0.15%	159
2026 Q2	$578K	Buy	7,048 +17	+0.2%	+$1.34K	0.15%	163
2026 Q1	$499K	Buy	7,031 +17	+0.2%	+$1.26K	0.1%	201
2025 Q4	$520K	Buy	+7,014	New	+$515K	0.11%	199

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Net Worth Advisory Group's DFUS Position: Q3 2026 in Review

Net Worth Advisory Group increased its Dimensional US Equity ETF (DFUS) stake by 0.23% in Q3 2026, buying an estimated $1.33K and bringing the position to 7,064 shares worth $588K. The position accounts for 0.15% of the portfolio, ranked #159.

Net Worth Advisory Group first reported a position in DFUS in Q4 2025 and has held it in 4 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Net Worth Advisory Group held 7,064 shares of Dimensional US Equity ETF worth $588K as of Q3 2026.
Net Worth Advisory Group bought 16 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.33K.
Dimensional US Equity ETF made up 0.15% of Net Worth Advisory Group's portfolio in Q3 2026, its #159 holding.
Net Worth Advisory Group first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 4 quarters since.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.