Perigon Wealth Management
DFUS icon

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

Perigon 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 		$1.31M Buy
15,805
+858
+6% +$71.2K 0.02% 511
2026
Q2 		$1.22M Buy
14,947
+2,128
+17% +$168K 0.02% 527
2026
Q1 		$909K Sell
12,819
-660
-5% -$48.9K 0.02% 565
2025
Q4 		$1000K Sell
13,479
-140
-1% -$10.3K 0.02% 549
2025
Q3 		$987K Hold
13,619
– – 0.02% 512
2025
Q2 		$913K Buy
13,619
+4,040
+42% +$250K 0.02% 495
2025
Q1 		$579K Buy
9,579
+2,629
+38% +$168K 0.01% 598
2024
Q4 		$449K Buy
6,950
+1,191
+21% +$76.4K 0.01% 670
2024
Q3 		$358K Hold
5,759
– – 0.01% 721
2024
Q2 		$339K Buy
+5,759
New +$327K 0.01% 645

Other funds holding DFUS

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Perigon Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 5.7% in Q3 2026, buying an estimated $71.2K and bringing the position to 15,805 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #511.

Perigon Wealth Management first reported a position in DFUS in Q2 2024 and has held it in 10 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Perigon Wealth Management held 15,805 shares of Dimensional US Equity ETF worth $1.31M as of Q3 2026.
  • Perigon Wealth Management bought 858 Dimensional US Equity ETF shares in Q3 2026, an estimated $71.2K.
  • Dimensional US Equity ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #511 holding.
  • Perigon Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 10 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.