Sound View Wealth Advisors Group’s Dimensional US Equity ETF DFUS Stock Holding History

Sound View Wealth Advisors 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	$677K	Buy	9,544 +6	+0.1%	+$445	0.05%	244
2025 Q4	$707K	Buy	9,538 +7	+0.1%	+$514	0.05%	232
2025 Q3	$690K	Buy	9,531 +69	+0.7%	+$4.81K	0.05%	239
2025 Q2	$634K	Hold	9,462	–	–	0.05%	243
2025 Q1	$572K	Hold	9,462	–	–	0.05%	238
2024 Q4	$603K	Hold	9,462	–	–	0.05%	237
2024 Q3	$589K	Hold	9,462	–	–	0.05%	239
2024 Q2	$557K	Hold	9,462	–	–	0.06%	226
2024 Q1	$539K	Hold	9,462	–	–	0.06%	229
2023 Q4	$490K	Hold	9,462	–	–	0.05%	237
2023 Q3	$440K	Hold	9,462	–	–	0.05%	238
2023 Q2	$456K	Hold	9,462	–	–	0.06%	230
2023 Q1	$420K	Hold	9,462	–	–	0.06%	237
2022 Q4	$490K	Buy	+9,462	New	+$396K	0.05%	237

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

Sound View Wealth Advisors Group's DFUS Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Dimensional US Equity ETF (DFUS) stake by 0.06% in Q1 2026, buying an estimated $445 and bringing the position to 9,544 shares worth $677K. The position accounts for 0.05% of the portfolio, ranked #244.

Sound View Wealth Advisors Group first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $707K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Sound View Wealth Advisors Group held 9,544 shares of Dimensional US Equity ETF worth $677K as of Q1 2026.
Sound View Wealth Advisors Group bought 6 Dimensional US Equity ETF shares in Q1 2026, an estimated $445.
Dimensional US Equity ETF made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #244 holding.
Sound View Wealth Advisors Group first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's Dimensional US Equity ETF position peaked at $707K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.