RWM
DFUS

Ritholtz Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Ritholtz 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 		$912K Sell
12,866
-2,926
-19% -$217K 0.02% 574
2025
Q4 		$1.17M Buy
15,792
+5,426
+52% +$399K 0.02% 469
2025
Q3 		$751K Hold
10,366
– – 0.01% 565
2025
Q2 		$695K Hold
10,366
– – 0.02% 541
2025
Q1 		$627K Hold
10,366
– – 0.02% 528
2024
Q4 		$661K Hold
10,366
– – 0.02% 480
2024
Q3 		$645K Hold
10,366
– – 0.02% 494
2024
Q2 		$610K Buy
+10,366
New +$589K 0.02% 460

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
VT
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
PL
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ritholtz Wealth Management's DFUS Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 19% in Q1 2026, selling an estimated $217K and leaving 12,866 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #574.

Ritholtz Wealth Management first reported a position in DFUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Ritholtz Wealth Management held 12,866 shares of Dimensional US Equity ETF worth $912K as of Q1 2026.
  • Ritholtz Wealth Management sold 2,926 Dimensional US Equity ETF shares in Q1 2026, an estimated $217K.
  • Dimensional US Equity ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #574 holding.
  • Ritholtz Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • Ritholtz Wealth Management's Dimensional US Equity ETF position peaked at $1.17M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.