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
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 $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
VT
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
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return