PWM
DFUS

Parkworth Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$2.71M Sell
40,485
-3,203
-7% -$198K 1.96% 17
2025
Q1 		$2.64M Buy
43,688
+4,771
+12% +$305K 2.11% 16
2024
Q4 		$2.48M Buy
+38,917
New +$2.5M 2.06% 15

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Parkworth Wealth Management's DFUS Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 7.3% in Q2 2025, selling an estimated $198K and leaving 40,485 shares worth $2.71M. The position accounts for 1.96% of the portfolio, ranked #17.

Parkworth Wealth Management first reported a position in DFUS in Q4 2024 and has held it in 3 quarters since. 740 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Parkworth Wealth Management held 40,485 shares of Dimensional US Equity ETF worth $2.71M as of Q2 2025.
  • Parkworth Wealth Management sold 3,203 Dimensional US Equity ETF shares in Q2 2025, an estimated $198K.
  • Dimensional US Equity ETF made up 1.96% of Parkworth Wealth Management's portfolio in Q2 2025, its #17 holding.
  • Parkworth Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 740 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.