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 Q3	$14.3M	Sell	172,105 -235	-0.1%	-$19.5K	3.21%	10
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	$9.9M	Buy	+190,307	New	+$9.21M	4.85%	7

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Private Wealth Management Group's DFUS Position: Q3 2026 in Review

Private Wealth Management Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.14% in Q3 2026, selling an estimated $19.5K and leaving 172,105 shares worth $14.3M. The position accounts for 3.21% of the portfolio, ranked #10.

Private Wealth Management Group first reported a position in DFUS in Q4 2023 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Private Wealth Management Group held 172,105 shares of Dimensional US Equity ETF worth $14.3M as of Q3 2026.
Private Wealth Management Group sold 235 Dimensional US Equity ETF shares in Q3 2026, an estimated $19.5K.
Dimensional US Equity ETF made up 3.21% of Private Wealth Management Group's portfolio in Q3 2026, its #10 holding.
Private Wealth Management Group first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 12 quarters since.
245 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.