Signature Wealth Management Group’s Dimensional US Equity ETF DFUS Stock Holding History

Signature Wealth Management 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	$812K	Buy	11,444 +4,150	+57%	+$308K	0.31%	75
2025 Q4	$541K	Buy	7,294 +633	+10%	+$46.5K	0.22%	79
2025 Q3	$482K	Buy	6,661 +467	+8%	+$32.5K	0.19%	85
2025 Q2	$415K	Buy	6,194 +430	+7%	+$26.6K	0.16%	90
2025 Q1	$349K	Buy	5,764 +2,591	+82%	+$166K	0.14%	96
2024 Q4	$202K	Buy	+3,173	New	+$203K	0.08%	106

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

Signature Wealth Management Group's DFUS Position: Q1 2026 in Review

Signature Wealth Management Group increased its Dimensional US Equity ETF (DFUS) stake by 57% in Q1 2026, buying an estimated $308K and bringing the position to 11,444 shares worth $812K. The position accounts for 0.31% of the portfolio, ranked #75.

Signature Wealth Management Group first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Signature Wealth Management Group held 11,444 shares of Dimensional US Equity ETF worth $812K as of Q1 2026.
Signature Wealth Management Group bought 4,150 Dimensional US Equity ETF shares in Q1 2026, an estimated $308K.
Dimensional US Equity ETF made up 0.31% of Signature Wealth Management Group's portfolio in Q1 2026, its #75 holding.
Signature Wealth Management Group first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.