RW
DFUS

Ridgeline Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Ridgeline Wealth’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 		$7.9M Sell
96,370
-3,956
-4% -$313K 4.62% 5
2026
Q1 		$7.11M Buy
100,326
+8,892
+10% +$659K 5.1% 5
2025
Q4 		$6.78M Buy
91,434
+7,653
+9% +$562K 4.7% 5
2025
Q3 		$6.07M Buy
83,781
+3,788
+5% +$264K 4.48% 5
2025
Q2 		$5.36M Sell
79,993
-15,851
-17% -$982K 4.37% 5
2025
Q1 		$5.8M Sell
95,844
-4,208
-4% -$269K 4.93% 5
2024
Q4 		$6.38M Buy
+100,052
New +$6.42M 5.2% 5

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

Ridgeline Wealth's DFUS Position: Q2 2026 in Review

Ridgeline Wealth reduced its Dimensional US Equity ETF (DFUS) stake by 3.9% in Q2 2026, selling an estimated $313K and leaving 96,370 shares worth $7.9M. The position accounts for 4.62% of the portfolio, ranked #5.

Ridgeline Wealth first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Ridgeline Wealth held 96,370 shares of Dimensional US Equity ETF worth $7.9M as of Q2 2026.
  • Ridgeline Wealth sold 3,956 Dimensional US Equity ETF shares in Q2 2026, an estimated $313K.
  • Dimensional US Equity ETF made up 4.62% of Ridgeline Wealth's portfolio in Q2 2026, its #5 holding.
  • Ridgeline Wealth first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.