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 Q2	$469K	Sell	5,718 -520	-8%	-$41.1K	0.01%	547
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 $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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Sagespring Wealth Partners's DFUS Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Dimensional US Equity ETF (DFUS) stake by 8.3% in Q2 2026, selling an estimated $41.1K and leaving 5,718 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #547.

Sagespring Wealth Partners first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Sagespring Wealth Partners held 5,718 shares of Dimensional US Equity ETF worth $469K as of Q2 2026.
Sagespring Wealth Partners sold 520 Dimensional US Equity ETF shares in Q2 2026, an estimated $41.1K.
Dimensional US Equity ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #547 holding.
Sagespring Wealth Partners first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.