PWPS
DFUS

Pinnacle Wealth Planning Services’s Dimensional US Equity ETF DFUS Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$3.23M Buy
45,487
+133
+0.3% +$9.86K 0.33% 42
2025
Q4 		$3.36M Buy
45,354
+141
+0.3% +$10.4K 0.35% 38
2025
Q3 		$3.28M Buy
45,213
+292
+0.7% +$20.3K 0.38% 37
2025
Q2 		$3.01M Sell
44,921
-1,212
-3% -$75.1K 0.4% 35
2025
Q1 		$2.79M Hold
46,133
– – 0.42% 33
2024
Q4 		$2.94M Buy
46,133
+831
+2% +$53.3K 0.44% 34
2024
Q3 		$2.82M Sell
45,302
-9,352
-17% -$560K 0.38% 40
2024
Q2 		$3.22M Hold
54,654
– – 0.46% 35
2024
Q1 		$3.11M Sell
54,654
-2,247
-4% -$122K 0.46% 35
2023
Q4 		$2.95M Buy
56,901
+580
+1% +$28.1K 0.46% 35
2023
Q3 		$2.62M Hold
56,321
– – 0.43% 38
2023
Q2 		$2.71M Sell
56,321
-13,396
-19% -$609K 0.44% 38
2023
Q1 		$3.1M Buy
69,717
+462
+0.7% +$20.1K 0.51% 33
2022
Q4 		$2.88M Buy
69,255
+11,297
+19% +$472K 0.51% 37
2022
Q3 		$2.25M Hold
57,958
– – 0.42% 40
2022
Q2 		$2.36M Sell
57,958
-2,224
-4% -$98.5K 0.42% 41
2022
Q1 		$2.95M Sell
60,182
-6,165
-9% -$298K 0.54% 34
2021
Q4 		$3.43M Hold
66,347
– – 0.67% 28
2021
Q3 		$3.13M Sell
66,347
-1,439
-2% -$69.6K 0.69% 27
2021
Q2 		$3.19M Buy
+67,786
New +$3.16M 0.74% 25

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Pinnacle Wealth Planning Services's DFUS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Dimensional US Equity ETF (DFUS) stake by 0.29% in Q1 2026, buying an estimated $9.86K and bringing the position to 45,487 shares worth $3.23M. The position accounts for 0.33% of the portfolio, ranked #42.

Pinnacle Wealth Planning Services first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.43M in Q4 2021. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 45,487 shares of Dimensional US Equity ETF worth $3.23M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 133 Dimensional US Equity ETF shares in Q1 2026, an estimated $9.86K.
  • Dimensional US Equity ETF made up 0.33% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #42 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Dimensional US Equity ETF position peaked at $3.43M in Q4 2021.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.