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

PBMares 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 Q3	$67M	Buy	924,690 +12,736	+1%	+$887K	10.86%	1
2025 Q2	$61.1M	Buy	911,954 +95,254	+12%	+$5.9M	11.18%	1
2025 Q1	$49.4M	Buy	816,700 +69,187	+9%	+$4.42M	9.89%	1
2024 Q4	$47.7M	Buy	747,513 +60,779	+9%	+$3.9M	9.74%	1
2024 Q3	$42.7M	Buy	686,734 +443,291	+182%	+$26.5M	8.92%	1
2024 Q2	$14.3M	Buy	243,443 +7,515	+3%	+$427K	3.52%	8
2024 Q1	$13.4M	Sell	235,928 -775	-0.3%	-$42K	3.5%	7
2023 Q4	$12.3M	Buy	236,703 +5,280	+2%	+$256K	3.68%	7
2023 Q3	$10.8M	Sell	231,423 -6,491	-3%	-$314K	3.88%	7
2023 Q2	$11.5M	Sell	237,914 -20,472	-8%	-$931K	4.1%	6
2023 Q1	$11.5M	Sell	258,386 -1,512	-0.6%	-$65.7K	4.27%	5
2022 Q4	$10.8M	Buy	259,898 +4,124	+2%	+$172K	4.38%	6
2022 Q3	$9.93M	Sell	255,774 -729	-0.3%	-$31.3K	4.33%	5
2022 Q2	$10.5M	Buy	+256,503	New	+$11.4M	4.48%	6
2022 Q1	–	Sell	-187,768	Closed	-$9.71M	–	160
2021 Q4	$9.71M	Sell	187,768 -3,632	-2%	-$183K	4.1%	5
2021 Q3	$9.03M	Sell	191,400 -4,666	-2%	-$226K	4.3%	5
2021 Q2	$9.24M	Buy	+196,066	New	+$9.14M	5.03%	3

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

SWA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

PBMares Wealth Management's DFUS Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 1.4% in Q3 2025, buying an estimated $887K and bringing the position to 924,690 shares worth $67M. The position accounts for 10.86% of the portfolio, ranked #1.

PBMares Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 17 quarters since. 761 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

PBMares Wealth Management held 924,690 shares of Dimensional US Equity ETF worth $67M as of Q3 2025.
PBMares Wealth Management bought 12,736 Dimensional US Equity ETF shares in Q3 2025, an estimated $887K.
Dimensional US Equity ETF made up 10.86% of PBMares Wealth Management's portfolio in Q3 2025, its #1 holding.
PBMares Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 17 quarters since.
761 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.