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

Rockwood 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 Q2	$709K	Buy	8,659 +603	+7%	+$47.7K	0.04%	63
2026 Q1	$571K	Hold	8,056	–	–	0.04%	65
2025 Q4	$597K	Hold	8,056	–	–	0.04%	60
2025 Q3	$584K	Hold	8,056	–	–	0.05%	59
2025 Q2	$540K	Hold	8,056	–	–	0.05%	59
2025 Q1	$487K	Hold	8,056	–	–	0.05%	55
2024 Q4	$515K	Hold	8,056	–	–	0.06%	51
2024 Q3	$501K	Hold	8,056	–	–	0.06%	52
2024 Q2	$474K	Hold	8,056	–	–	0.06%	52
2024 Q1	$459K	Hold	8,056	–	–	0.06%	54
2023 Q4	$418K	Sell	8,056 -24	-0.3%	-$1.16K	0.06%	53
2023 Q3	$376K	Hold	8,080	–	–	0.06%	48
2023 Q2	$389K	Buy	8,080 +9	+0.1%	+$409	0.07%	52
2023 Q1	$359K	Buy	8,071 +8	+0.1%	+$347	0.07%	49
2022 Q4	$336K	Sell	8,063 -9,235	-53%	-$386K	0.08%	49
2022 Q3	$672K	Buy	17,298 +505	+3%	+$21.7K	0.21%	28
2022 Q2	$684K	Buy	16,793 +40	+0.2%	+$1.77K	0.32%	26
2022 Q1	$821K	Buy	16,753 +26	+0.2%	+$1.26K	0.39%	22
2021 Q4	$865K	Buy	+16,727	New	+$841K	0.38%	26

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Rockwood Wealth Management's DFUS Position: Q2 2026 in Review

Rockwood Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 7.5% in Q2 2026, buying an estimated $47.7K and bringing the position to 8,659 shares worth $709K. The position accounts for 0.04% of the portfolio, ranked #63.

Rockwood Wealth Management first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $865K in Q4 2021. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Rockwood Wealth Management held 8,659 shares of Dimensional US Equity ETF worth $709K as of Q2 2026.
Rockwood Wealth Management bought 603 Dimensional US Equity ETF shares in Q2 2026, an estimated $47.7K.
Dimensional US Equity ETF made up 0.04% of Rockwood Wealth Management's portfolio in Q2 2026, its #63 holding.
Rockwood Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
Rockwood Wealth Management's Dimensional US Equity ETF position peaked at $865K in Q4 2021.
450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.