RS
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Retirement Solution’s Dimensional US Equity ETF DFUS Stock Holding History

Retirement Solution’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 		$34.4M Sell
414,579
-7,234
-2% -$600K 7.59% 3
2026
Q2 		$34.6M Sell
421,813
-9,670
-2% -$765K 15.4% 2
2026
Q1 		$30.6M Sell
431,483
-33,544
-7% -$2.49M 7.24% 3
2025
Q4 		$34.5M Buy
465,027
+17,944
+4% +$1.32M 7.64% 3
2025
Q3 		$32.4M Sell
447,083
-1,870
-0.4% -$130K 7.72% 3
2025
Q2 		$30.1M Sell
448,953
-8,612
-2% -$533K 7.68% 3
2025
Q1 		$27.7M Sell
457,565
-16,163
-3% -$1.03M 7.85% 3
2024
Q4 		$30.2M Sell
473,728
-20,998
-4% -$1.35M 7.91% 2
2024
Q3 		$30.8M Buy
494,726
+4,256
+0.9% +$255K 7.5% 2
2024
Q2 		$28.9M Sell
490,470
-10,457
-2% -$594K 7.76% 2
2024
Q1 		$28.5M Sell
500,927
-4,493
-0.9% -$243K 7.73% 2
2023
Q4 		$26.2M Sell
505,420
-9,778
-2% -$473K 7.75% 2
2023
Q3 		$24M Sell
515,198
-48,739
-9% -$2.36M 7.92% 2
2023
Q2 		$27.2M Sell
563,937
-3,848
-0.7% -$175K 8.76% 2
2023
Q1 		$25.2M Sell
567,785
-34,517
-6% -$1.5M 8.87% 2
2022
Q4 		$25.1M Sell
602,302
-100,825
-14% -$4.22M 13.77% 3
2022
Q3 		$27.3M Buy
703,127
+103,835
+17% +$4.46M 14.65% 3
2022
Q2 		$24.4M Buy
599,292
+26,503
+5% +$1.17M 13.25% 3
2022
Q1 		$28.1M Buy
572,789
+51,732
+10% +$2.5M 12.41% 3
2021
Q4 		$26.9M Buy
521,057
+18,455
+4% +$928K 11.53% 3
2021
Q3 		$23.7M Buy
502,602
+49,099
+11% +$2.38M 10.91% 3
2021
Q2 		$21.4M Buy
+453,503
New +$21.1M 10.2% 3

Other funds holding DFUS

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Retirement Solution's DFUS Position: Q3 2026 in Review

Retirement Solution reduced its Dimensional US Equity ETF (DFUS) stake by 1.7% in Q3 2026, selling an estimated $600K and leaving 414,579 shares worth $34.4M. The position accounts for 7.59% of the portfolio, ranked #3.

Retirement Solution first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. The position peaked at $34.6M in Q2 2026. 399 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Retirement Solution held 414,579 shares of Dimensional US Equity ETF worth $34.4M as of Q3 2026.
  • Retirement Solution sold 7,234 Dimensional US Equity ETF shares in Q3 2026, an estimated $600K.
  • Dimensional US Equity ETF made up 7.59% of Retirement Solution's portfolio in Q3 2026, its #3 holding.
  • Retirement Solution first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
  • Retirement Solution's Dimensional US Equity ETF position peaked at $34.6M in Q2 2026.
  • 399 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.