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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
Q3 		$12M Sell
144,723
-930
-0.6% -$77.2K 8.07% 3
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 		$9.8M 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

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PF
Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

RF&L Wealth Management's DFUS Position: Q3 2026 in Review

RF&L Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.64% in Q3 2026, selling an estimated $77.2K and leaving 144,723 shares worth $12M. The position accounts for 8.07% of the portfolio, ranked #3.

RF&L Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 16 quarters since. 210 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • RF&L Wealth Management held 144,723 shares of Dimensional US Equity ETF worth $12M as of Q3 2026.
  • RF&L Wealth Management sold 930 Dimensional US Equity ETF shares in Q3 2026, an estimated $77.2K.
  • Dimensional US Equity ETF made up 8.07% of RF&L Wealth Management's portfolio in Q3 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 16 quarters since.
  • 210 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.