PWA
DFUS

PCG Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

PCG Wealth Advisors’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
Q1 		$507K Hold
7,154
– – 0.13% 112
2025
Q4 		$531K Hold
7,154
– – 0.15% 100
2025
Q3 		$518K Buy
+7,154
New +$498K 0.15% 99
2025
Q2 		– Sell
-7,504
Closed -$454K – 109
2025
Q1 		$454K Hold
7,504
– – 0.16% 90
2024
Q4 		$478K Hold
7,504
– – 0.18% 86
2024
Q3 		$467K Hold
7,504
– – 0.18% 81
2024
Q2 		$442K Hold
7,504
– – 0.19% 75
2024
Q1 		$428K Hold
7,504
– – 0.2% 74
2023
Q4 		$389K Hold
7,504
– – 0.22% 69
2023
Q3 		$349K Sell
7,504
-528
-7% -$25.5K 0.23% 70
2023
Q2 		$387K Sell
8,032
-913
-10% -$41.5K 0.24% 72
2023
Q1 		$397K Sell
8,945
-1,740
-16% -$75.6K 0.25% 71
2022
Q4 		$445K Sell
10,685
-11,285
-51% -$472K 0.28% 68
2022
Q3 		$851K Buy
21,970
+9,738
+80% +$419K 0.3% 55
2022
Q2 		$498K Buy
+12,232
New +$542K 0.36% 48
2022
Q1 		– Sell
-12,632
Closed -$653K – 86
2021
Q4 		$653K Buy
+12,632
New +$635K 0.45% 40

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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 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 $3.52B AUM 22.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return