SWM
DFUS

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

Seed 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
2025
Q2 		– Sell
-4,150
Closed -$251K – 152
2025
Q1 		$251K Hold
4,150
– – 0.2% 127
2024
Q4 		$265K Buy
+4,150
New +$266K 0.21% 115

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Seed Wealth Management's DFUS Position: Q2 2025 in Review

Seed Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q2 2025, closing a stake of 4,150 shares — an estimated $251K sold.

Seed Wealth Management first reported a position in DFUS in Q4 2024 and held it in 2 quarters. The position peaked at $265K in Q4 2024. 741 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Seed Wealth Management reported no remaining Dimensional US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Seed Wealth Management sold 4,150 Dimensional US Equity ETF shares in Q2 2025, an estimated $251K.
  • Seed Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and held it in 2 quarters.
  • Seed Wealth Management's Dimensional US Equity ETF position peaked at $265K in Q4 2024.
  • 741 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on Seed Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.