Opulen Financial Group
DFUS icon

Opulen Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Opulen Financial 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 		$354K Buy
4,261
+995
+30% +$82.6K 0.22% 83
2026
Q2 		$268K Buy
3,266
+36
+1% +$2.85K 0.17% 95
2026
Q1 		$229K Buy
+3,230
New +$239K 0.16% 100

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Vise Technologies
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Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
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Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Opulen Financial Group's DFUS Position: Q3 2026 in Review

Opulen Financial Group increased its Dimensional US Equity ETF (DFUS) stake by 30% in Q3 2026, buying an estimated $82.6K and bringing the position to 4,261 shares worth $354K. The position accounts for 0.22% of the portfolio, ranked #83.

Opulen Financial Group first reported a position in DFUS in Q1 2026 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Opulen Financial Group held 4,261 shares of Dimensional US Equity ETF worth $354K as of Q3 2026.
  • Opulen Financial Group bought 995 Dimensional US Equity ETF shares in Q3 2026, an estimated $82.6K.
  • Dimensional US Equity ETF made up 0.22% of Opulen Financial Group's portfolio in Q3 2026, its #83 holding.
  • Opulen Financial Group first reported a position in Dimensional US Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 562 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Opulen Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.