SWM
DFUS

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

Sterling 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 		$3.99M Sell
48,750
-141
-0.3% -$11.2K 0.99% 20
2026
Q1 		$3.47M Buy
48,891
+17
+0% +$1.26K 0.95% 21
2025
Q4 		$3.63M Buy
48,874
+15
+0% +$1.1K 1.03% 21
2025
Q3 		$3.54M Buy
48,859
+17
+0% +$1.18K 1.07% 21
2025
Q2 		$3.27M Buy
+48,842
New +$3.02M 1.12% 21
2024
Q4 		$3.2M Buy
50,209
+136
+0.3% +$8.72K 1.18% 21
2024
Q3 		$3.11M Buy
50,073
+96
+0.2% +$5.75K 1.16% 21
2024
Q2 		$2.94M Sell
49,977
-436
-0.9% -$24.8K 1.4% 15
2024
Q1 		$2.87M Buy
50,413
+2,380
+5% +$129K 1.43% 16
2023
Q4 		$2.49M Buy
+48,033
New +$2.33M 1.4% 15

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

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

Sterling Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.29% in Q2 2026, selling an estimated $11.2K and leaving 48,750 shares worth $3.99M. The position accounts for 0.99% of the portfolio, ranked #20.

Sterling Wealth Management first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Sterling Wealth Management held 48,750 shares of Dimensional US Equity ETF worth $3.99M as of Q2 2026.
  • Sterling Wealth Management sold 141 Dimensional US Equity ETF shares in Q2 2026, an estimated $11.2K.
  • Dimensional US Equity ETF made up 0.99% of Sterling Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Sterling Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.