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 Q3	$431K	Hold	5,194	–	–	0.23%	109
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 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

Paladin Wealth's DFUS Position: Q3 2026 in Review

Paladin Wealth held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 5,194 shares worth $431K. The position accounts for 0.23% of the portfolio, ranked #109.

Paladin Wealth first reported a position in DFUS in Q2 2025 and has held it in 6 quarters since. The position peaked at $511K in Q2 2025. 398 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Paladin Wealth held 5,194 shares of Dimensional US Equity ETF worth $431K as of Q3 2026.
Paladin Wealth left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.23% of Paladin Wealth's portfolio in Q3 2026, its #109 holding.
Paladin Wealth first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 6 quarters since.
Paladin Wealth's Dimensional US Equity ETF position peaked at $511K in Q2 2025.
398 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Paladin Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.