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 Q3	$8.33M	Buy	98,416 +2,046	+2%	+$170K	4.72%	5
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

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Ridgeline Wealth's DFUS Position: Q3 2026 in Review

Ridgeline Wealth increased its Dimensional US Equity ETF (DFUS) stake by 2.1% in Q3 2026, buying an estimated $170K and bringing the position to 98,416 shares worth $8.33M. The position accounts for 4.72% of the portfolio, ranked #5.

Ridgeline Wealth first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 113 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Ridgeline Wealth held 98,416 shares of Dimensional US Equity ETF worth $8.33M as of Q3 2026.
Ridgeline Wealth bought 2,046 Dimensional US Equity ETF shares in Q3 2026, an estimated $170K.
Dimensional US Equity ETF made up 4.72% of Ridgeline Wealth's portfolio in Q3 2026, its #5 holding.
Ridgeline Wealth first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
113 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.