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

Topsail 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	$10.5M	Buy	128,052 +1,832	+1%	+$145K	1.34%	14
2026 Q1	$8.95M	Buy	126,220 +24,253	+24%	+$1.8M	1.32%	13
2025 Q4	$7.56M	Buy	101,967 +2,740	+3%	+$201K	1.11%	15
2025 Q3	$7.19M	Sell	99,227 -5,411	-5%	-$377K	1.22%	15
2025 Q2	$7.01M	Buy	104,638 +23,200	+28%	+$1.44M	1.28%	15
2025 Q1	$4.93M	Sell	81,438 -21,189	-21%	-$1.35M	1%	16
2024 Q4	$6.54M	Buy	+102,627	New	+$6.58M	1.4%	10

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

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

Topsail Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 1.5% in Q2 2026, buying an estimated $145K and bringing the position to 128,052 shares worth $10.5M. The position accounts for 1.34% of the portfolio, ranked #14.

Topsail Wealth Management first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Topsail Wealth Management held 128,052 shares of Dimensional US Equity ETF worth $10.5M as of Q2 2026.
Topsail Wealth Management bought 1,832 Dimensional US Equity ETF shares in Q2 2026, an estimated $145K.
Dimensional US Equity ETF made up 1.34% of Topsail Wealth Management's portfolio in Q2 2026, its #14 holding.
Topsail Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.