Strategic Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Strategic Wealth Partners’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	$340K	Sell	4,801 -200	-4%	-$14.8K	0.02%	241
2025 Q4	$371K	Hold	5,001	–	–	0.03%	235
2025 Q3	$362K	Hold	5,001	–	–	0.03%	260
2025 Q2	$335K	Buy	+5,001	New	+$310K	0.03%	259
2024 Q4	$332K	Sell	5,001 -501	-9%	-$32.1K	0.03%	250
2024 Q3	$342K	Hold	5,502	–	–	0.03%	238
2024 Q2	$324K	Hold	5,502	–	–	0.03%	232
2024 Q1	$314K	Sell	5,502 -773	-12%	-$41.9K	0.03%	224
2023 Q4	$325K	Hold	6,275	–	–	0.04%	222
2023 Q3	$292K	Hold	6,275	–	–	0.04%	243
2023 Q2	$302K	Hold	6,275	–	–	0.04%	247
2023 Q1	$279K	Hold	6,275	–	–	0.04%	223
2022 Q4	$261K	Hold	6,275	–	–	0.05%	221
2022 Q3	$244K	Buy	+6,275	New	+$270K	0.05%	242

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

Strategic Wealth Partners's DFUS Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Dimensional US Equity ETF (DFUS) stake by 4% in Q1 2026, selling an estimated $14.8K and leaving 4,801 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #241.

Strategic Wealth Partners first reported a position in DFUS in Q3 2022 and has held it in 14 quarters since. The position peaked at $371K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Strategic Wealth Partners held 4,801 shares of Dimensional US Equity ETF worth $340K as of Q1 2026.
Strategic Wealth Partners sold 200 Dimensional US Equity ETF shares in Q1 2026, an estimated $14.8K.
Dimensional US Equity ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #241 holding.
Strategic Wealth Partners first reported a position in Dimensional US Equity ETF in Q3 2022 and has held it in 14 quarters since.
Strategic Wealth Partners's Dimensional US Equity ETF position peaked at $371K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.