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

Physician Wealth Solutions’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	$13.1M	Hold	157,689	–	–	5.15%	5
2026 Q2	$12.9M	Hold	157,689	–	–	4.9%	7
2026 Q1	$11.2M	Hold	157,689	–	–	4.63%	10
2025 Q4	$11.7M	Hold	157,689	–	–	4.96%	8
2025 Q3	$11.4M	Sell	157,689 -1,807	-1%	-$126K	4.99%	7
2025 Q2	$10.7M	Buy	159,496 +4,132	+3%	+$256K	4.96%	7
2025 Q1	$9.4M	Hold	155,364	–	–	4.72%	9
2024 Q4	$9.9M	Hold	155,364	–	–	4.96%	8
2024 Q3	$9.8M	Buy	155,364 +5	+0%	+$299	4.87%	8
2024 Q2	$9.14M	Buy	155,359 +163	+0.1%	+$9.27K	6.53%	6
2024 Q1	$8.84M	Buy	155,196 +47	+0%	+$2.54K	7.42%	3
2023 Q4	$8.04M	Buy	+155,149	New	+$7.51M	8.03%	3

Other funds holding DFUS

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Physician Wealth Solutions's DFUS Position: Q3 2026 in Review

Physician Wealth Solutions held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 157,689 shares worth $13.1M. The position accounts for 5.15% of the portfolio, ranked #5.

Physician Wealth Solutions first reported a position in DFUS in Q4 2023 and has held it in 12 quarters since. 186 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Physician Wealth Solutions held 157,689 shares of Dimensional US Equity ETF worth $13.1M as of Q3 2026.
Physician Wealth Solutions left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 5.15% of Physician Wealth Solutions's portfolio in Q3 2026, its #5 holding.
Physician Wealth Solutions first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 12 quarters since.
186 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.