SFMG Wealth Advisors
DFUS icon

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

SFMG 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 		$830K Sell
10,002
-89
-0.9% -$7.38K 0.05% 146
2026
Q2 		$827K Buy
10,091
+3
+0% +$237 0.05% 146
2026
Q1 		$715K Buy
10,088
+2
+0% +$148 0.05% 146
2025
Q4 		$748K Sell
10,086
-94
-0.9% -$6.91K 0.05% 137
2025
Q3 		$737K Buy
10,180
+2
+0% +$139 0.05% 128
2025
Q2 		$682K Sell
10,178
-115
-1% -$7.12K 0.05% 124
2025
Q1 		$623K Buy
10,293
+2
+0% +$128 0.05% 131
2024
Q4 		$656K Sell
10,291
-102
-1% -$6.54K 0.05% 124
2024
Q3 		$646K Sell
10,393
-135
-1% -$8.08K 0.05% 121
2024
Q2 		$620K Buy
10,528
+3
+0% +$171 0.05% 116
2024
Q1 		$600K Buy
10,525
+2
+0% +$108 0.05% 123
2023
Q4 		$545K Sell
10,523
-93
-0.9% -$4.5K 0.05% 127
2023
Q3 		$494K Buy
10,616
+4
+0% +$193 0.05% 131
2023
Q2 		$511K Sell
10,612
-109
-1% -$4.96K 0.05% 123
2023
Q1 		$476K Buy
10,721
+4
+0% +$174 0.05% 131
2022
Q4 		$446K Buy
10,717
+5
+0% +$209 0.05% 144
2022
Q3 		$416K Sell
10,712
-114
-1% -$4.9K 0.05% 136
2022
Q2 		$441K Buy
10,826
+4
+0% +$177 0.05% 138
2022
Q1 		$530K Buy
10,822
+3
+0% +$145 0.05% 137
2021
Q4 		$559K Sell
10,819
-794
-7% -$39.9K 0.05% 140
2021
Q3 		$548K Sell
11,613
-199
-2% -$9.6K 0.06% 136
2021
Q2 		$557K Buy
+11,812
New +$551K 0.06% 138

Other funds holding DFUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

SFMG Wealth Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.88% in Q3 2026, selling an estimated $7.38K and leaving 10,002 shares worth $830K. The position accounts for 0.05% of the portfolio, ranked #146.

SFMG Wealth Advisors first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. 795 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • SFMG Wealth Advisors held 10,002 shares of Dimensional US Equity ETF worth $830K as of Q3 2026.
  • SFMG Wealth Advisors sold 89 Dimensional US Equity ETF shares in Q3 2026, an estimated $7.38K.
  • Dimensional US Equity ETF made up 0.05% of SFMG Wealth Advisors's portfolio in Q3 2026, its #146 holding.
  • SFMG Wealth Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
  • 795 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on SFMG Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.