PW
DFUS

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

Paladin 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
Q2 		$426K Buy
5,194
+6
+0.1% +$474 0.25% 105
2026
Q1 		$368K Sell
5,188
-1,080
-17% -$80K 0.25% 104
2025
Q4 		$465K Hold
6,268
– – 0.32% 101
2025
Q3 		$454K Sell
6,268
-1,353
-18% -$94.3K 0.33% 97
2025
Q2 		$511K Buy
+7,621
New +$472K 0.4% 94

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Paladin Wealth's DFUS Position: Q2 2026 in Review

Paladin Wealth increased its Dimensional US Equity ETF (DFUS) stake by 0.12% in Q2 2026, buying an estimated $474 and bringing the position to 5,194 shares worth $426K. The position accounts for 0.25% of the portfolio, ranked #105.

Paladin Wealth first reported a position in DFUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $511K in Q2 2025. 170 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Paladin Wealth held 5,194 shares of Dimensional US Equity ETF worth $426K as of Q2 2026.
  • Paladin Wealth bought 6 Dimensional US Equity ETF shares in Q2 2026, an estimated $474.
  • Dimensional US Equity ETF made up 0.25% of Paladin Wealth's portfolio in Q2 2026, its #105 holding.
  • Paladin Wealth first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Paladin Wealth's Dimensional US Equity ETF position peaked at $511K in Q2 2025.
  • 170 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.