Sax Wealth Advisors
DFUS icon

Sax Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Sax Wealth Advisors’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 		$393M Buy
4,731,975
+481,353
+11% +$39.9M 11.21% 1
2026
Q2 		$301M Buy
4,250,622
+383,927
+10% +$30.4M 12.26% 1
2026
Q1 		$287M Sell
3,866,695
-7,712
-0.2% -$571K 13.89% 1
2025
Q4 		$287M Buy
3,874,407
+307,634
+9% +$22.6M 13.52% 1
2025
Q3 		$258M Buy
3,566,773
+141,681
+4% +$9.9M 13.89% 1
2025
Q2 		$230M Buy
3,425,092
+26,044
+0.8% +$1.61M 13.86% 1
2025
Q1 		$206M Buy
3,399,048
+129,235
+4% +$8.26M 14.71% 1
2024
Q4 		$208M Buy
3,269,813
+54,532
+2% +$3.5M 16.31% 1
2024
Q3 		$200M Buy
3,215,281
+109,758
+4% +$6.57M 17.83% 1
2024
Q2 		$183M Buy
3,105,523
+356,613
+13% +$20.3M 17.41% 1
2024
Q1 		$157M Buy
2,748,910
+1,960,422
+249% +$106M 18.3% 1
2023
Q4 		$40.9M Buy
788,488
+152,371
+24% +$7.38M 6.67% 2
2023
Q3 		$29.6M Buy
636,117
+70,067
+12% +$3.39M 5.83% 3
2023
Q2 		$27.3M Buy
566,050
+28,340
+5% +$1.29M 5.43% 3
2023
Q1 		$23.9M Sell
537,710
-807
-0.1% -$35K 5.19% 5
2022
Q4 		$22.4M Sell
538,517
-31,671
-6% -$1.32M 5.17% 5
2022
Q3 		$22.1M Sell
570,188
-74
-0% -$3.18K 5.7% 4
2022
Q2 		$23.2M Buy
570,262
+16,278
+3% +$721K 5.91% 4
2022
Q1 		$27.2M Sell
553,984
-17,878
-3% -$864K 6.57% 3
2021
Q4 		$29.6M Sell
571,862
-2,388
-0.4% -$120K 6.16% 3
2021
Q3 		$27.1M Buy
+574,250
New +$27.8M 6.43% 3

Other funds holding DFUS

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Penney Financial
Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Foundry Financial
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Sax Wealth Advisors's DFUS Position: Q3 2026 in Review

Sax Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 11% in Q3 2026, buying an estimated $39.9M and bringing the position to 4,731,975 shares worth $393M. The position accounts for 11.21% of the portfolio, ranked #1.

Sax Wealth Advisors first reported a position in DFUS in Q3 2021 and has held it in 21 quarters since. 245 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Sax Wealth Advisors held 4,731,975 shares of Dimensional US Equity ETF worth $393M as of Q3 2026.
  • Sax Wealth Advisors bought 481,353 Dimensional US Equity ETF shares in Q3 2026, an estimated $39.9M.
  • Dimensional US Equity ETF made up 11.21% of Sax Wealth Advisors's portfolio in Q3 2026, its #1 holding.
  • Sax Wealth Advisors first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 21 quarters since.
  • 245 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.