Prestige Wealth Management Group’s Dimensional US Equity ETF DFUS Stock Holding History

Prestige Wealth Management Group’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	$1.08M	Sell	13,224 -630	-5%	-$49.8K	0.2%	73
2026 Q1	$982K	Sell	13,854 -277	-2%	-$20.5K	0.19%	67
2025 Q4	$1.05M	Hold	14,131	–	–	0.2%	66
2025 Q3	$1.02M	Hold	14,131	–	–	0.2%	61
2025 Q2	$947K	Sell	14,131 -1,450	-9%	-$89.8K	0.19%	61
2025 Q1	$942K	Sell	15,581 -450	-3%	-$28.8K	0.2%	61
2024 Q4	$1.02M	Hold	16,031	–	–	0.21%	58
2024 Q3	$997K	Hold	16,031	–	–	0.21%	62
2024 Q2	$943K	Hold	16,031	–	–	0.2%	55
2024 Q1	$913K	Sell	16,031 -160	-1%	-$8.66K	0.2%	64
2023 Q4	$839K	Hold	16,191	–	–	0.19%	62
2023 Q3	$754K	Sell	16,191 -620	-4%	-$30K	0.19%	60
2023 Q2	$810K	Hold	16,811	–	–	0.19%	58
2023 Q1	$747K	Sell	16,811 -300	-2%	-$13K	0.19%	61
2022 Q4	$712K	Sell	17,111 -81	-0.5%	-$3.39K	0.19%	64
2022 Q3	$667K	Hold	17,192	–	–	0.19%	55
2022 Q2	$701K	Hold	17,192	–	–	0.19%	55
2022 Q1	$843K	Hold	17,192	–	–	0.21%	57
2021 Q4	$889K	Sell	17,192 -209	-1%	-$10.5K	0.21%	53
2021 Q3	$821K	Sell	17,401 -88	-0.5%	-$4.26K	0.21%	53
2021 Q2	$824K	Buy	+17,489	New	+$815K	0.22%	47

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

Prestige Wealth Management Group's DFUS Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Dimensional US Equity ETF (DFUS) stake by 4.5% in Q2 2026, selling an estimated $49.8K and leaving 13,224 shares worth $1.08M. The position accounts for 0.2% of the portfolio, ranked #73.

Prestige Wealth Management Group first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Prestige Wealth Management Group held 13,224 shares of Dimensional US Equity ETF worth $1.08M as of Q2 2026.
Prestige Wealth Management Group sold 630 Dimensional US Equity ETF shares in Q2 2026, an estimated $49.8K.
Dimensional US Equity ETF made up 0.2% of Prestige Wealth Management Group's portfolio in Q2 2026, its #73 holding.
Prestige Wealth Management Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.