Parkwoods Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Parkwoods Wealth Partners’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	$44.2M	Buy	539,447 +15,179	+3%	+$1.2M	7.1%	5
2026 Q1	$37.2M	Buy	524,268 +17,134	+3%	+$1.27M	9.11%	4
2025 Q4	$37.6M	Buy	507,134 +11,225	+2%	+$825K	11.07%	3
2025 Q3	$35.9M	Buy	495,909 +104,135	+27%	+$7.26M	12.26%	3
2025 Q2	$26.3M	Buy	391,774 +2,663	+0.7%	+$165K	15.15%	3
2025 Q1	$23.5M	Buy	389,111 +10,115	+3%	+$646K	15.9%	3
2024 Q4	$24.2M	Buy	378,996 +1,471	+0.4%	+$94.3K	19.22%	3
2024 Q3	$23.5M	Buy	+377,525	New	+$22.6M	19.32%	3

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Parkwoods Wealth Partners's DFUS Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its Dimensional US Equity ETF (DFUS) stake by 2.9% in Q2 2026, buying an estimated $1.2M and bringing the position to 539,447 shares worth $44.2M. The position accounts for 7.1% of the portfolio, ranked #5.

Parkwoods Wealth Partners first reported a position in DFUS in Q3 2024 and has held it in 8 quarters since. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Parkwoods Wealth Partners held 539,447 shares of Dimensional US Equity ETF worth $44.2M as of Q2 2026.
Parkwoods Wealth Partners bought 15,179 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.2M.
Dimensional US Equity ETF made up 7.1% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #5 holding.
Parkwoods Wealth Partners first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 8 quarters since.
872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.