Sagespring Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Sagespring Wealth Partners’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	$442K	Buy	6,238 +185	+3%	+$13.7K	0.01%	537
2025 Q4	$449K	Buy	6,053 +77	+1%	+$5.66K	0.01%	508
2025 Q3	$433K	Buy	5,976 +157	+3%	+$10.9K	0.01%	498
2025 Q2	$390K	Buy	5,819 +525	+10%	+$32.5K	0.01%	504
2025 Q1	$320K	Sell	5,294 -180	-3%	-$11.5K	0.01%	495
2024 Q4	$349K	Buy	+5,474	New	+$351K	0.01%	434

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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 $2.57B AUM 21.7% 1-Year Est. Return

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

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 $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Sagespring Wealth Partners's DFUS Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Dimensional US Equity ETF (DFUS) stake by 3.1% in Q1 2026, buying an estimated $13.7K and bringing the position to 6,238 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #537.

Sagespring Wealth Partners first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $449K in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Sagespring Wealth Partners held 6,238 shares of Dimensional US Equity ETF worth $442K as of Q1 2026.
Sagespring Wealth Partners bought 185 Dimensional US Equity ETF shares in Q1 2026, an estimated $13.7K.
Dimensional US Equity ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #537 holding.
Sagespring Wealth Partners first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Dimensional US Equity ETF position peaked at $449K in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.