Private Wealth Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Private Wealth Asset 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	$164	Hold	2	–	–	﹤0.01%	921
2026 Q1	$142	Hold	2	–	–	﹤0.01%	917
2025 Q4	$148	Sell	2 -781	-100%	-$57.4K	﹤0.01%	1042
2025 Q3	$56.7K	Hold	783	–	–	0.01%	377
2025 Q2	$52.5K	Sell	783 -23,336	-97%	-$1.45M	0.01%	392
2025 Q1	$1.46M	Buy	+24,119	New	+$1.54M	0.21%	82

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

Private Wealth Asset Management's DFUS Position: Q2 2026 in Review

Private Wealth Asset Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 2 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Private Wealth Asset Management first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.46M in Q1 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Private Wealth Asset Management held 2 shares of Dimensional US Equity ETF worth $164 as of Q2 2026.
Private Wealth Asset Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #921 holding.
Private Wealth Asset Management first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Dimensional US Equity ETF position peaked at $1.46M in Q1 2025.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.