Phillips Financial Management
DFUS icon

Phillips Financial Management’s Dimensional US Equity ETF DFUS Stock Holding History

Phillips Financial 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 		$1M Sell
12,103
-89
-0.7% -$7.38K 0.08% 107
2026
Q2 		$999K Buy
12,192
+17
+0.1% +$1.34K 0.07% 106
2026
Q1 		$863K Sell
12,175
-1,035
-8% -$76.7K 0.06% 116
2025
Q4 		$980K Sell
13,210
-370
-3% -$27.2K 0.06% 112
2025
Q3 		$984K Buy
13,580
+22
+0.2% +$1.53K 0.06% 117
2025
Q2 		$909K Buy
13,558
+23
+0.2% +$1.42K 0.07% 110
2025
Q1 		$819K Sell
13,535
-403
-3% -$25.8K 0.06% 111
2024
Q4 		$889K Sell
13,938
-1,075
-7% -$68.9K 0.07% 108
2024
Q3 		$934K Buy
15,013
+346
+2% +$20.7K 0.07% 111
2024
Q2 		$863K Buy
14,667
+24
+0.2% +$1.36K 0.07% 113
2024
Q1 		$834K Buy
14,643
+18
+0.1% +$975 0.07% 114
2023
Q4 		$758K Sell
14,625
-525
-3% -$25.4K 0.07% 112
2023
Q3 		$705K Buy
15,150
+31
+0.2% +$1.5K 0.07% 112
2023
Q2 		$728K Sell
15,119
-149
-1% -$6.78K 0.07% 109
2023
Q1 		$678K Buy
15,268
+29
+0.2% +$1.26K 0.07% 114
2022
Q4 		$634K Sell
15,239
-293
-2% -$12.2K 0.06% 103
2022
Q3 		$603K Sell
15,532
-1,084
-7% -$46.6K 0.07% 106
2022
Q2 		$677K Buy
16,616
+3,730
+29% +$165K 0.07% 91
2022
Q1 		$632K Buy
+12,886
New +$623K 0.06% 100

Other funds holding DFUS

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 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
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
Penney Financial
Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Foundry Financial
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Phillips Financial Management's DFUS Position: Q3 2026 in Review

Phillips Financial Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.73% in Q3 2026, selling an estimated $7.38K and leaving 12,103 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #107.

Phillips Financial Management first reported a position in DFUS in Q1 2022 and has held it in 19 quarters since. 219 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Phillips Financial Management held 12,103 shares of Dimensional US Equity ETF worth $1M as of Q3 2026.
  • Phillips Financial Management sold 89 Dimensional US Equity ETF shares in Q3 2026, an estimated $7.38K.
  • Dimensional US Equity ETF made up 0.08% of Phillips Financial Management's portfolio in Q3 2026, its #107 holding.
  • Phillips Financial Management first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 19 quarters since.
  • 219 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.