PWM
DFUS

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
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

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 $4.1B AUM 25.19% 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