SWP
DFUS

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
Q2 		$393K Hold
4,801
– – 0.02% 221
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
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

Strategic Wealth Partners's DFUS Position: Q2 2026 in Review

Strategic Wealth Partners held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 4,801 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #221.

Strategic Wealth Partners first reported a position in DFUS in Q3 2022 and has held it in 15 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Strategic Wealth Partners held 4,801 shares of Dimensional US Equity ETF worth $393K as of Q2 2026.
  • Strategic Wealth Partners left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #221 holding.
  • Strategic Wealth Partners first reported a position in Dimensional US Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.