TWM
DFUS

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
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
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 $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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Topsail Wealth Management's DFUS Position: Q1 2026 in Review

Topsail Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 24% in Q1 2026, buying an estimated $1.8M and bringing the position to 126,220 shares worth $8.95M. The position accounts for 1.32% of the portfolio, ranked #13.

Topsail Wealth Management first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Topsail Wealth Management held 126,220 shares of Dimensional US Equity ETF worth $8.95M as of Q1 2026.
  • Topsail Wealth Management bought 24,253 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.8M.
  • Dimensional US Equity ETF made up 1.32% of Topsail Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Topsail Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.