Physician Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Physician Wealth Advisors’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 Q2	$2.8M	Buy	34,165 +13	+0%	+$1.03K	0.33%	45
2026 Q1	$2.42M	Buy	34,152 +47	+0.1%	+$3.48K	0.34%	47
2025 Q4	$2.53M	Sell	34,105 -39	-0.1%	-$2.87K	0.35%	45
2025 Q3	$2.47M	Buy	34,144 +668	+2%	+$46.5K	0.35%	46
2025 Q2	$2.24M	Buy	33,476 +375	+1%	+$23.2K	0.35%	48
2025 Q1	$2M	Buy	33,101 +4,568	+16%	+$292K	0.34%	48
2024 Q4	$1.82M	Buy	28,533 +11,826	+71%	+$758K	0.31%	49
2024 Q3	$1.05M	Buy	16,707 +2,094	+14%	+$125K	0.19%	63
2024 Q2	$897K	Buy	14,613 +3,814	+35%	+$217K	0.17%	69
2024 Q1	$591K	Buy	10,799 +385	+4%	+$20.8K	0.12%	85
2023 Q4	$548K	Buy	10,414 +1,238	+13%	+$59.9K	0.12%	82
2023 Q3	$431K	Buy	9,176 +1,549	+20%	+$74.9K	0.11%	83
2023 Q2	$368K	Sell	7,627 -211	-3%	-$9.6K	0.09%	95
2023 Q1	$352K	Sell	7,838 -11	-0.1%	-$478	0.09%	97
2022 Q4	$342K	Buy	+7,849	New	+$328K	0.09%	96

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Physician Wealth Advisors's DFUS Position: Q2 2026 in Review

Physician Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.04% in Q2 2026, buying an estimated $1.03K and bringing the position to 34,165 shares worth $2.8M. The position accounts for 0.33% of the portfolio, ranked #45.

Physician Wealth Advisors first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Physician Wealth Advisors held 34,165 shares of Dimensional US Equity ETF worth $2.8M as of Q2 2026.
Physician Wealth Advisors bought 13 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.03K.
Dimensional US Equity ETF made up 0.33% of Physician Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Physician Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.