SWM
DFUS

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

Spire 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 		$20.6M Buy
251,155
+3,088
+1% +$244K 0.62% 40
2026
Q1 		$17.6M Sell
248,067
-1,599
-0.6% -$118K 0.6% 35
2025
Q4 		$18.5M Buy
249,666
+3,217
+1% +$236K 0.62% 34
2025
Q3 		$17.9M Sell
246,449
-2,417
-1% -$168K 0.61% 36
2025
Q2 		$16.7M Buy
248,866
+487
+0.2% +$30.2K 0.6% 37
2025
Q1 		$15M Buy
248,379
+6,805
+3% +$435K 0.48% 41
2024
Q4 		$15.4M Buy
241,574
+1,079
+0.4% +$69.2K 0.48% 43
2024
Q3 		$15M Sell
240,495
-6,686
-3% -$400K 0.5% 42
2024
Q2 		$14.5M Sell
247,181
-3,255
-1% -$185K 0.51% 39
2024
Q1 		$14.3M Buy
250,436
+2,545
+1% +$138K 0.26% 80
2023
Q4 		$13M Sell
247,891
-3,257
-1% -$158K 0.43% 48
2023
Q3 		$11.7M Sell
251,148
-148
-0.1% -$7.16K 0.45% 56
2023
Q2 		$12.1M Sell
251,296
-566
-0.2% -$25.7K 0.45% 48
2023
Q1 		$11.2M Buy
251,862
+44,812
+22% +$1.95M 0.44% 48
2022
Q4 		$8.62M Buy
207,050
+8,551
+4% +$358K 0.48% 45
2022
Q3 		$7.71M Sell
198,499
-52,696
-21% -$2.27M 0.47% 48
2022
Q2 		$10.2M Buy
+251,195
New +$11.1M 0.42% 59

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Spire Wealth Management's DFUS Position: Q2 2026 in Review

Spire Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 1.2% in Q2 2026, buying an estimated $244K and bringing the position to 251,155 shares worth $20.6M. The position accounts for 0.62% of the portfolio, ranked #40.

Spire Wealth Management first reported a position in DFUS in Q2 2022 and has held it in 17 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Spire Wealth Management held 251,155 shares of Dimensional US Equity ETF worth $20.6M as of Q2 2026.
  • Spire Wealth Management bought 3,088 Dimensional US Equity ETF shares in Q2 2026, an estimated $244K.
  • Dimensional US Equity ETF made up 0.62% of Spire Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Spire Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.