Safe Harbor Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Safe Harbor Wealth Advisors’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
2025 Q4	$229K	Buy	+3,083	New	+$227K	0.22%	90

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 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 $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Safe Harbor Wealth Advisors's DFUS Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q4 2025: 3,083 shares worth $229K. The stake represents 0.22% of the portfolio and ranks #90 among its holdings.

843 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

Safe Harbor Wealth Advisors held 3,083 shares of Dimensional US Equity ETF worth $229K as of Q4 2025.
Dimensional US Equity ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Dimensional US Equity ETF made up 0.22% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #90 holding.
843 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.