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

Private 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	$14.1M	Sell	172,340 -3,141	-2%	-$248K	3.28%	11
2026 Q1	$12.4M	Sell	175,481 -8,990	-5%	-$666K	3.27%	11
2025 Q4	$13.7M	Sell	184,471 -705	-0.4%	-$51.8K	3.65%	9
2025 Q3	$13.4M	Sell	185,176 -1,500	-0.8%	-$105K	3.69%	8
2025 Q2	$12.5M	Sell	186,676 -18,530	-9%	-$1.15M	4.16%	7
2025 Q1	$12.4M	Buy	205,206 +7,735	+4%	+$494K	4.58%	6
2024 Q4	$12.6M	Sell	197,471 -1,510	-0.8%	-$96.8K	4.82%	5
2024 Q3	$12.4M	Sell	198,981 -820	-0.4%	-$49.1K	4.89%	6
2024 Q2	$11.8M	Buy	199,801 +12,417	+7%	+$706K	5.09%	5
2024 Q1	$10.7M	Sell	187,384 -2,923	-2%	-$158K	4.84%	7
2023 Q4	$9.86M	Buy	+190,307	New	+$9.21M	4.85%	7

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 Management Group's DFUS Position: Q2 2026 in Review

Private Wealth Management Group reduced its Dimensional US Equity ETF (DFUS) stake by 1.8% in Q2 2026, selling an estimated $248K and leaving 172,340 shares worth $14.1M. The position accounts for 3.28% of the portfolio, ranked #11.

Private Wealth Management Group 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.

Private Wealth Management Group held 172,340 shares of Dimensional US Equity ETF worth $14.1M as of Q2 2026.
Private Wealth Management Group sold 3,141 Dimensional US Equity ETF shares in Q2 2026, an estimated $248K.
Dimensional US Equity ETF made up 3.28% of Private Wealth Management Group's portfolio in Q2 2026, its #11 holding.
Private Wealth Management Group 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 Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.