Pine Harbor Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Pine Harbor 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
2026 Q2	$47.5M	Buy	579,315 +18,046	+3%	+$1.43M	12.71%	1
2026 Q1	$39.8M	Buy	561,269 +19,140	+4%	+$1.42M	11.91%	1
2025 Q4	$40.2M	Buy	542,129 +19,552	+4%	+$1.44M	12.32%	1
2025 Q3	$37.9M	Buy	522,577 +3,458	+0.7%	+$241K	12.14%	1
2025 Q2	$34.8M	Buy	519,119 +7,202	+1%	+$446K	12.24%	1
2025 Q1	$31M	Buy	511,917 +18,486	+4%	+$1.18M	12.39%	1
2024 Q4	$31.5M	Buy	493,431 +64,668	+15%	+$4.15M	12.66%	1
2024 Q3	$26.7M	Buy	428,763 +1,952	+0.5%	+$117K	13.27%	1
2024 Q2	$25.1M	Buy	426,811 +39,251	+10%	+$2.23M	14.78%	1
2024 Q1	$22.1M	Buy	387,560 +115,000	+42%	+$6.23M	13.9%	1
2023 Q4	$14.1M	Buy	+272,560	New	+$13.2M	10.75%	1

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

Pine Harbor Wealth Management's DFUS Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 3.2% in Q2 2026, buying an estimated $1.43M and bringing the position to 579,315 shares worth $47.5M. The position accounts for 12.71% of the portfolio, ranked #1.

Pine Harbor Wealth Management first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Pine Harbor Wealth Management held 579,315 shares of Dimensional US Equity ETF worth $47.5M as of Q2 2026.
Pine Harbor Wealth Management bought 18,046 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.43M.
Dimensional US Equity ETF made up 12.71% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #1 holding.
Pine Harbor Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.