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 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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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 $445B AUM 25.58% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Shira Ridge Wealth Management's DFUS Position: Q2 2026 in Review

Shira Ridge Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 12,158 shares worth $996K. The position accounts for 0.35% of the portfolio, ranked #35.

Shira Ridge Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 602 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Shira Ridge Wealth Management held 12,158 shares of Dimensional US Equity ETF worth $996K as of Q2 2026.
Shira Ridge Wealth Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.35% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #35 holding.
Shira Ridge Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
602 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.