Sensible Money’s Dimensional US Equity ETF DFUS Stock Holding History

Sensible Money’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	$2.84M	Buy	34,254 +4,545	+15%	+$377K	0.73%	11
2026 Q2	$2.43M	Buy	29,709 +1,901	+7%	+$150K	0.65%	12
2026 Q1	$1.97M	Buy	27,808 +967	+4%	+$71.7K	0.6%	13
2025 Q4	$1.99M	Sell	26,841 -265	-1%	-$19.5K	0.64%	13
2025 Q3	$1.96M	Buy	27,106 +1,692	+7%	+$118K	0.67%	13
2025 Q2	$1.7M	Buy	25,414 +761	+3%	+$47.1K	0.65%	14
2025 Q1	$1.49M	Sell	24,653 -95	-0.4%	-$6.07K	0.64%	14
2024 Q4	$1.58M	Sell	24,748 -588	-2%	-$37.7K	0.69%	14
2024 Q3	$1.58M	Buy	25,336 +5,537	+28%	+$332K	0.69%	14
2024 Q2	$1.17M	Buy	19,799 +8,509	+75%	+$484K	0.57%	18
2024 Q1	$643K	Buy	11,290 +3,841	+52%	+$208K	0.35%	31
2023 Q4	$386K	Sell	7,449 -2,488	-25%	-$120K	0.23%	41
2023 Q3	$463K	Hold	9,937	–	–	0.33%	35
2023 Q2	$479K	Sell	9,937 -875	-8%	-$39.8K	0.35%	35
2023 Q1	$480K	Buy	10,812 +5,167	+92%	+$224K	0.41%	34
2022 Q4	$235K	Buy	+5,645	New	+$236K	0.25%	62

Other funds holding DFUS

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Sensible Money's DFUS Position: Q3 2026 in Review

Sensible Money increased its Dimensional US Equity ETF (DFUS) stake by 15% in Q3 2026, buying an estimated $377K and bringing the position to 34,254 shares worth $2.84M. The position accounts for 0.73% of the portfolio, ranked #11.

Sensible Money first reported a position in DFUS in Q4 2022 and has held it in 16 quarters since. 240 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Sensible Money held 34,254 shares of Dimensional US Equity ETF worth $2.84M as of Q3 2026.
Sensible Money bought 4,545 Dimensional US Equity ETF shares in Q3 2026, an estimated $377K.
Dimensional US Equity ETF made up 0.73% of Sensible Money's portfolio in Q3 2026, its #11 holding.
Sensible Money first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 16 quarters since.
240 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.