Red Door Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Red Door Wealth 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	$3.45M	Sell	42,103 -6,587	-14%	-$521K	0.31%	61
2026 Q1	$3.45M	Buy	48,690 +2	+0%	+$148	0.36%	59
2025 Q4	$3.61M	Hold	48,688	–	–	0.38%	60
2025 Q3	$3.53M	Buy	48,688 +1,034	+2%	+$72K	0.37%	62
2025 Q2	$3.19M	Hold	47,654	–	–	0.38%	60
2025 Q1	$2.88M	Hold	47,654	–	–	0.43%	57
2024 Q4	$3.04M	Hold	47,654	–	–	0.47%	55
2024 Q3	$2.96M	Hold	47,654	–	–	0.49%	52
2024 Q2	$2.8M	Hold	47,654	–	–	0.49%	54
2024 Q1	$2.72M	Hold	47,654	–	–	0.52%	51
2023 Q4	$2.47M	Hold	47,654	–	–	0.54%	52
2023 Q3	$2.22M	Hold	47,654	–	–	0.55%	51
2023 Q2	$2.3M	Buy	+47,654	New	+$2.17M	0.51%	52

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Red Door Wealth Management's DFUS Position: Q2 2026 in Review

Red Door Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 14% in Q2 2026, selling an estimated $521K and leaving 42,103 shares worth $3.45M. The position accounts for 0.31% of the portfolio, ranked #61.

Red Door Wealth Management first reported a position in DFUS in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.61M in Q4 2025. 490 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Red Door Wealth Management held 42,103 shares of Dimensional US Equity ETF worth $3.45M as of Q2 2026.
Red Door Wealth Management sold 6,587 Dimensional US Equity ETF shares in Q2 2026, an estimated $521K.
Dimensional US Equity ETF made up 0.31% of Red Door Wealth Management's portfolio in Q2 2026, its #61 holding.
Red Door Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 13 quarters since.
Red Door Wealth Management's Dimensional US Equity ETF position peaked at $3.61M in Q4 2025.
490 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.