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 Q3	$472K	Sell	5,681 -37	-0.6%	-$3.07K	0.01%	560
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Sagespring Wealth Partners's DFUS Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its Dimensional US Equity ETF (DFUS) stake by 0.65% in Q3 2026, selling an estimated $3.07K and leaving 5,681 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #560.

Sagespring Wealth Partners first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 601 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Sagespring Wealth Partners held 5,681 shares of Dimensional US Equity ETF worth $472K as of Q3 2026.
Sagespring Wealth Partners sold 37 Dimensional US Equity ETF shares in Q3 2026, an estimated $3.07K.
Dimensional US Equity ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #560 holding.
Sagespring Wealth Partners first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.