Shared Vision Wealth Group’s Dimensional US Equity ETF DFUS Stock Holding History

Shared Vision Wealth Group’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	$470K	Hold	6,633	–	–	0.19%	61
2025 Q4	$501K	Sell	6,633 -657	-9%	-$48.3K	0.2%	60
2025 Q3	$529K	Hold	7,290	–	–	0.22%	55
2025 Q2	$500K	Hold	7,290	–	–	0.25%	48
2025 Q1	$441K	Hold	7,290	–	–	0.24%	49
2024 Q4	$465K	Hold	7,290	–	–	0.24%	47
2024 Q3	$453K	Hold	7,290	–	–	0.24%	47
2024 Q2	$429K	Hold	7,290	–	–	0.25%	51
2024 Q1	$415K	Hold	7,290	–	–	0.26%	52
2023 Q4	$378K	Buy	+7,290	New	+$353K	0.25%	51

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

Shared Vision Wealth Group's DFUS Position: Q1 2026 in Review

Shared Vision Wealth Group held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 6,633 shares worth $470K. The position accounts for 0.19% of the portfolio, ranked #61.

Shared Vision Wealth Group first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $529K in Q3 2025. 851 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Shared Vision Wealth Group held 6,633 shares of Dimensional US Equity ETF worth $470K as of Q1 2026.
Shared Vision Wealth Group left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.19% of Shared Vision Wealth Group's portfolio in Q1 2026, its #61 holding.
Shared Vision Wealth Group first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's Dimensional US Equity ETF position peaked at $529K in Q3 2025.
851 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.