Sageworth Trust Company of South Dakota’s Dimensional US Equity ETF DFUS Stock Holding History

Sageworth Trust Company of South Dakota’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	$299K	Hold	3,650	–	–	0.18%	47
2026 Q1	$259K	Hold	3,650	–	–	0.21%	52
2025 Q4	$271K	Hold	3,650	–	–	0.22%	44
2025 Q3	$264K	Hold	3,650	–	–	0.25%	48
2025 Q2	$245K	Buy	+3,650	New	+$226K	0.27%	48

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

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

Sageworth Trust Company of South Dakota's DFUS Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 3,650 shares worth $299K. The position accounts for 0.18% of the portfolio, ranked #47.

Sageworth Trust Company of South Dakota first reported a position in DFUS in Q2 2025 and has held it in 5 quarters since. 719 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Sageworth Trust Company of South Dakota held 3,650 shares of Dimensional US Equity ETF worth $299K as of Q2 2026.
Sageworth Trust Company of South Dakota left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.18% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #47 holding.
Sageworth Trust Company of South Dakota first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 5 quarters since.
719 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.