Norden Group’s Dimensional US Equity ETF DFUS Stock Holding History

Norden 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	$510K	Buy	6,140 +14	+0.2%	+$1.16K	0.04%	364
2026 Q2	$502K	Buy	6,126 +15	+0.2%	+$1.19K	0.04%	374
2026 Q1	$433K	Buy	6,111 +15	+0.2%	+$1.11K	0.04%	365
2025 Q4	$452K	Buy	6,096 +13	+0.2%	+$955	0.04%	352
2025 Q3	$441K	Buy	6,083 +15	+0.2%	+$1.04K	0.04%	377
2025 Q2	$407K	Buy	6,068 +16	+0.3%	+$991	0.04%	388
2025 Q1	$366K	Buy	6,052 +14	+0.2%	+$895	0.04%	381
2024 Q4	$385K	Buy	6,038 +255	+4%	+$16.4K	0.04%	368
2024 Q3	$360K	Buy	5,783 +138	+2%	+$8.26K	0.04%	371
2024 Q2	$332K	Buy	+5,645	New	+$321K	0.07%	287

Other funds holding DFUS

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 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

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

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Norden Group's DFUS Position: Q3 2026 in Review

Norden Group increased its Dimensional US Equity ETF (DFUS) stake by 0.23% in Q3 2026, buying an estimated $1.16K and bringing the position to 6,140 shares worth $510K. The position accounts for 0.04% of the portfolio, ranked #364.

Norden Group first reported a position in DFUS in Q2 2024 and has held it in 10 quarters since. 225 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Norden Group held 6,140 shares of Dimensional US Equity ETF worth $510K as of Q3 2026.
Norden Group bought 14 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.16K.
Dimensional US Equity ETF made up 0.04% of Norden Group's portfolio in Q3 2026, its #364 holding.
Norden Group first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 10 quarters since.
225 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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