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

PFG Private 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
2025
Q4 		– Sell
-4,843
Closed -$351K – 100
2025
Q3 		$351K Buy
+4,843
New +$337K 0.16% 83

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MPW
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IFA
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VT
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PL
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SWA
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LPL Financial
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Creative Planning
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PFG Private Wealth Management's DFUS Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q4 2025, closing a stake of 4,843 shares — an estimated $351K sold.

PFG Private Wealth Management first reported a position in DFUS in Q3 2025 and held it in 1 quarter. The position peaked at $351K in Q3 2025. 843 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Dimensional US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 4,843 Dimensional US Equity ETF shares in Q4 2025, an estimated $351K.
  • PFG Private Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Dimensional US Equity ETF position peaked at $351K in Q3 2025.
  • 843 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.