R.W. Roge & Company’s Dimensional US Equity ETF DFUS Stock Holding History

R.W. Roge & Company’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	$677K	Sell	9,555 -57	-0.6%	-$4.22K	0.32%	33
2025 Q4	$712K	Sell	9,612 -17	-0.2%	-$1.25K	0.35%	35
2025 Q3	$697K	Sell	9,629 -451	-4%	-$31.4K	0.36%	31
2025 Q2	$675K	Sell	10,080 -965	-9%	-$59.8K	0.38%	30
2025 Q1	$668K	Buy	11,045 +6,063	+122%	+$387K	0.37%	29
2024 Q4	$317K	Sell	4,982 -2,320	-32%	-$149K	0.17%	37
2024 Q3	$454K	Sell	7,302 -40	-0.5%	-$2.4K	0.24%	30
2024 Q2	$432K	Sell	7,342 -35	-0.5%	-$1.99K	0.25%	32
2024 Q1	$421K	Buy	7,377 +698	+10%	+$37.8K	0.25%	32
2023 Q4	$346K	Buy	6,679 +1,999	+43%	+$96.8K	0.22%	34
2023 Q3	$208K	Buy	+4,680	New	+$226K	0.16%	40

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

R.W. Roge & Company's DFUS Position: Q1 2026 in Review

R.W. Roge & Company reduced its Dimensional US Equity ETF (DFUS) stake by 0.59% in Q1 2026, selling an estimated $4.22K and leaving 9,555 shares worth $677K. The position accounts for 0.32% of the portfolio, ranked #33.

R.W. Roge & Company first reported a position in DFUS in Q3 2023 and has held it in 11 quarters since. The position peaked at $712K in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

R.W. Roge & Company held 9,555 shares of Dimensional US Equity ETF worth $677K as of Q1 2026.
R.W. Roge & Company sold 57 Dimensional US Equity ETF shares in Q1 2026, an estimated $4.22K.
Dimensional US Equity ETF made up 0.32% of R.W. Roge & Company's portfolio in Q1 2026, its #33 holding.
R.W. Roge & Company first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 11 quarters since.
R.W. Roge & Company's Dimensional US Equity ETF position peaked at $712K in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on R.W. Roge & Company's 13F filing for Q1 2026, filed 1 May 2026.