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 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 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 $2.16B AUM 18.08% 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

RF&L Wealth Management's DFUS Position: Q1 2026 in Review

RF&L Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.29% in Q1 2026, selling an estimated $31.6K and leaving 145,850 shares worth $10.3M. The position accounts for 7.74% of the portfolio, ranked #3.

RF&L Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.8M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

RF&L Wealth Management held 145,850 shares of Dimensional US Equity ETF worth $10.3M as of Q1 2026.
RF&L Wealth Management sold 426 Dimensional US Equity ETF shares in Q1 2026, an estimated $31.6K.
Dimensional US Equity ETF made up 7.74% of RF&L Wealth Management's portfolio in Q1 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 14 quarters since.
RF&L Wealth Management's Dimensional US Equity ETF position peaked at $10.8M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.