Olistico Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Olistico Wealth’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	$287K	Sell	3,451 -23	-0.7%	-$1.91K	0.12%	88
2026 Q2	$285K	Buy	3,474 +14	+0.4%	+$1.11K	0.12%	91
2026 Q1	$245K	Buy	3,460 +12	+0.3%	+$889	0.12%	89
2025 Q4	$256K	Buy	3,448 +25	+0.7%	+$1.84K	0.12%	84
2025 Q3	$248K	Buy	3,423 +3	+0.1%	+$209	0.13%	86
2025 Q2	$229K	Buy	3,420 +2,316	+210%	+$143K	0.13%	85
2025 Q1	$66.8K	Hold	1,104	–	–	0.04%	144
2024 Q4	$70.4K	Buy	1,104 +4	+0.4%	+$256	0.04%	142
2024 Q3	$68.5K	Sell	1,100 -79	-7%	-$4.73K	0.04%	144
2024 Q2	$69.4K	Buy	+1,179	New	+$67K	0.04%	144

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

Olistico Wealth's DFUS Position: Q3 2026 in Review

Olistico Wealth reduced its Dimensional US Equity ETF (DFUS) stake by 0.66% in Q3 2026, selling an estimated $1.91K and leaving 3,451 shares worth $287K. The position accounts for 0.12% of the portfolio, ranked #88.

Olistico Wealth first reported a position in DFUS in Q2 2024 and has held it in 10 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Olistico Wealth held 3,451 shares of Dimensional US Equity ETF worth $287K as of Q3 2026.
Olistico Wealth sold 23 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.91K.
Dimensional US Equity ETF made up 0.12% of Olistico Wealth's portfolio in Q3 2026, its #88 holding.
Olistico Wealth first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 10 quarters since.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.