RLWM
DFUS

RF&L Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

RF&L 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 		$11.9M Sell
145,653
-197
-0.1% -$15.6K 8.08% 3
2026
Q1 		$10.3M Sell
145,850
-426
-0.3% -$31.6K 7.74% 3
2025
Q4 		$10.8M Sell
146,276
-92
-0.1% -$6.76K 6.08% 3
2025
Q3 		$10.6M Sell
146,368
-380
-0.3% -$26.5K 6.22% 3
2025
Q2 		$9.84M Buy
146,748
+1,052
+0.7% +$65.1K 6.34% 3
2025
Q1 		$8.81M Sell
145,696
-735
-0.5% -$47K 6.3% 3
2024
Q4 		$9.33M Sell
146,431
-85
-0.1% -$5.45K 6.6% 3
2024
Q3 		$9.11M Sell
146,516
-300
-0.2% -$18K 6.45% 3
2024
Q2 		$8.64M Sell
146,816
-467
-0.3% -$26.6K 6.57% 3
2024
Q1 		$8.39M Sell
147,283
-500
-0.3% -$27.1K 6.46% 4
2023
Q4 		$7.66M Sell
147,783
-3,430
-2% -$166K 6.37% 4
2023
Q3 		$7.04M Buy
151,213
+2,449
+2% +$118K 6.54% 4
2023
Q2 		$7.16M Sell
148,764
-3,176
-2% -$144K 6.54% 4
2023
Q1 		$6.75M Sell
151,940
-1,528
-1% -$66.4K 6.54% 4
2022
Q4 		$6.39M Buy
+153,468
New +$6.42M 6.58% 4

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

RF&L Wealth Management's DFUS Position: Q2 2026 in Review

RF&L Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.14% in Q2 2026, selling an estimated $15.6K and leaving 145,653 shares worth $11.9M. The position accounts for 8.08% of the portfolio, ranked #3.

RF&L Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • RF&L Wealth Management held 145,653 shares of Dimensional US Equity ETF worth $11.9M as of Q2 2026.
  • RF&L Wealth Management sold 197 Dimensional US Equity ETF shares in Q2 2026, an estimated $15.6K.
  • Dimensional US Equity ETF made up 8.08% of RF&L Wealth Management's portfolio in Q2 2026, its #3 holding.
  • RF&L Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.