SPWG
DFUS

Sage Private Wealth Group’s Dimensional US Equity ETF DFUS Stock Holding History

Sage Private Wealth Group’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
Q2 		– Sell
-4,997
Closed -$302K – 90
2025
Q1 		$302K Buy
+4,997
New +$319K 0.23% 68

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Sage Private Wealth Group's DFUS Position: Q2 2025 in Review

Sage Private Wealth Group sold out of Dimensional US Equity ETF (DFUS) in Q2 2025, closing a stake of 4,997 shares — an estimated $302K sold.

Sage Private Wealth Group first reported a position in DFUS in Q1 2025 and held it in 1 quarter. The position peaked at $302K in Q1 2025. 740 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Sage Private Wealth Group reported no remaining Dimensional US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Sage Private Wealth Group sold 4,997 Dimensional US Equity ETF shares in Q2 2025, an estimated $302K.
  • Sage Private Wealth Group first reported a position in Dimensional US Equity ETF in Q1 2025 and held it in 1 quarter.
  • Sage Private Wealth Group's Dimensional US Equity ETF position peaked at $302K in Q1 2025.
  • 740 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on Sage Private Wealth Group's 13F filing for Q2 2025, filed 29 Jul 2025.