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

Penobscot 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
2026 Q3	$541K	Hold	6,519	–	–	0.14%	70
2026 Q2	$534K	Hold	6,519	–	–	0.14%	70
2026 Q1	$462K	Hold	6,519	–	–	0.14%	68
2025 Q4	$484K	Hold	6,519	–	–	0.15%	64
2025 Q3	$472K	Hold	6,519	–	–	0.15%	65
2025 Q2	$437K	Hold	6,519	–	–	0.16%	62
2025 Q1	$394K	Hold	6,519	–	–	0.17%	59
2024 Q4	$416K	Hold	6,519	–	–	0.19%	52
2024 Q3	$405K	Hold	6,519	–	–	0.22%	50
2024 Q2	$391K	Hold	6,519	–	–	0.23%	48
2024 Q1	$371K	Hold	6,519	–	–	0.23%	48
2023 Q4	$338K	Buy	+6,519	New	+$316K	0.23%	54

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

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Penobscot Wealth Management's DFUS Position: Q3 2026 in Review

Penobscot Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 6,519 shares worth $541K. The position accounts for 0.14% of the portfolio, ranked #70.

Penobscot Wealth Management first reported a position in DFUS in Q4 2023 and has held it in 12 quarters since. 562 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Penobscot Wealth Management held 6,519 shares of Dimensional US Equity ETF worth $541K as of Q3 2026.
Penobscot Wealth Management left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.14% of Penobscot Wealth Management's portfolio in Q3 2026, its #70 holding.
Penobscot Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 12 quarters since.
562 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Penobscot Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.