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 Q1	$909K	Sell	12,819 -660	-5%	-$48.9K	0.02%	565
2025 Q4	$1,000K	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

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

RFP

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Perigon Wealth Management's DFUS Position: Q1 2026 in Review

Perigon Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 4.9% in Q1 2026, selling an estimated $48.9K and leaving 12,819 shares worth $909K. The position accounts for 0.02% of the portfolio, ranked #565.

Perigon Wealth Management first reported a position in DFUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1,000K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Perigon Wealth Management held 12,819 shares of Dimensional US Equity ETF worth $909K as of Q1 2026.
Perigon Wealth Management sold 660 Dimensional US Equity ETF shares in Q1 2026, an estimated $48.9K.
Dimensional US Equity ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #565 holding.
Perigon Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 8 quarters since.
Perigon Wealth Management's Dimensional US Equity ETF position peaked at $1,000K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.