Seaside Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Seaside Wealth Management’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	$779K	Hold	10,987	–	–	0.22%	30
2025 Q4	$815K	Hold	10,987	–	–	0.23%	29
2025 Q3	$796K	Hold	10,987	–	–	0.24%	30
2025 Q2	$736K	Hold	10,987	–	–	0.23%	30
2025 Q1	$664K	Sell	10,987 -600	-5%	-$38.3K	0.24%	29
2024 Q4	$739K	Hold	11,587	–	–	0.27%	27
2024 Q3	$721K	Hold	11,587	–	–	0.27%	28
2024 Q2	$682K	Hold	11,587	–	–	0.28%	27
2024 Q1	$660K	Hold	11,587	–	–	0.28%	28
2023 Q4	$601K	Hold	11,587	–	–	0.27%	27
2023 Q3	$539K	Hold	11,587	–	–	0.27%	28
2023 Q2	$558K	Hold	11,587	–	–	0.29%	28
2023 Q1	$515K	Hold	11,587	–	–	0.31%	27
2022 Q4	$482K	Hold	11,587	–	–	0.32%	27
2022 Q3	$487K	Hold	11,587	–	–	0.34%	28
2022 Q2	$516K	Buy	+11,587	New	+$513K	0.39%	25

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 $2.16B AUM 18.08% 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

Seaside Wealth Management's DFUS Position: Q1 2026 in Review

Seaside Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 10,987 shares worth $779K. The position accounts for 0.22% of the portfolio, ranked #30.

Seaside Wealth Management first reported a position in DFUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $815K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Seaside Wealth Management held 10,987 shares of Dimensional US Equity ETF worth $779K as of Q1 2026.
Seaside Wealth Management left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.22% of Seaside Wealth Management's portfolio in Q1 2026, its #30 holding.
Seaside Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 16 quarters since.
Seaside Wealth Management's Dimensional US Equity ETF position peaked at $815K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.