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

Shira Ridge 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 Q3	$1M	Sell	12,060 -98	-0.8%	-$8.13K	0.35%	36
2026 Q2	$996K	Hold	12,158	–	–	0.35%	35
2026 Q1	$862K	Sell	12,158 -91	-0.7%	-$6.74K	0.34%	36
2025 Q4	$908K	Sell	12,249 -173	-1%	-$12.7K	0.36%	37
2025 Q3	$900K	Hold	12,422	–	–	0.38%	36
2025 Q2	$833K	Buy	12,422 +15	+0.1%	+$929	0.38%	37
2025 Q1	$750K	Sell	12,407 -1,599	-11%	-$102K	0.37%	39
2024 Q4	$893K	Sell	14,006 -200	-1%	-$12.8K	0.44%	32
2024 Q3	$884K	Buy	14,206 +2,007	+16%	+$120K	0.45%	35
2024 Q2	$718K	Sell	12,199 -2,540	-17%	-$144K	0.4%	39
2024 Q1	$840K	Sell	14,739 -180	-1%	-$9.74K	0.48%	32
2023 Q4	$773K	Buy	14,919 +1,516	+11%	+$73.4K	0.46%	36
2023 Q3	$624K	Sell	13,403 -180	-1%	-$8.71K	0.41%	38
2023 Q2	$654K	Sell	13,583 -49	-0.4%	-$2.23K	0.41%	37
2023 Q1	$606K	Sell	13,632 -4,138	-23%	-$180K	0.4%	39
2022 Q4	$739K	Buy	+17,770	New	+$743K	0.51%	33

Other funds holding DFUS

GWWM

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

IDA

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Shira Ridge Wealth Management's DFUS Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.81% in Q3 2026, selling an estimated $8.13K and leaving 12,060 shares worth $1M. The position accounts for 0.35% of the portfolio, ranked #36.

Shira Ridge Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 16 quarters since. 33 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Shira Ridge Wealth Management held 12,060 shares of Dimensional US Equity ETF worth $1M as of Q3 2026.
Shira Ridge Wealth Management sold 98 Dimensional US Equity ETF shares in Q3 2026, an estimated $8.13K.
Dimensional US Equity ETF made up 0.35% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #36 holding.
Shira Ridge Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 16 quarters since.
33 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.