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 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	$9.77M	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

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 Solutions's DFUS Position: Q2 2026 in Review

Physician Wealth Solutions held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 157,689 shares worth $12.9M. The position accounts for 4.9% of the portfolio, ranked #7.

Physician Wealth Solutions first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Physician Wealth Solutions held 157,689 shares of Dimensional US Equity ETF worth $12.9M as of Q2 2026.
Physician Wealth Solutions left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 4.9% of Physician Wealth Solutions's portfolio in Q2 2026, its #7 holding.
Physician Wealth Solutions first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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