Traction Financial Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Traction Financial 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	$518K	Sell	7,309 -290	-4%	-$21.5K	0.32%	32
2025 Q4	$564K	Sell	7,599 -16	-0.2%	-$1.18K	0.33%	30
2025 Q3	$552K	Sell	7,615 -89	-1%	-$6.2K	0.34%	31
2025 Q2	$516K	Sell	7,704 -1,184	-13%	-$73.3K	0.35%	32
2025 Q1	$538K	Buy	8,888 +1,788	+25%	+$114K	0.42%	29
2024 Q4	$453K	Sell	7,100 -599	-8%	-$38.4K	0.35%	38
2024 Q3	$479K	Sell	7,699 -1,751	-19%	-$105K	0.38%	36
2024 Q2	$566K	Sell	9,450 -195	-2%	-$11.1K	0.41%	31
2024 Q1	$547K	Buy	9,645 +698	+8%	+$37.8K	0.43%	32
2023 Q4	$464K	Buy	+8,947	New	+$433K	0.31%	39

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

Traction Financial Partners's DFUS Position: Q1 2026 in Review

Traction Financial Partners reduced its Dimensional US Equity ETF (DFUS) stake by 3.8% in Q1 2026, selling an estimated $21.5K and leaving 7,309 shares worth $518K. The position accounts for 0.32% of the portfolio, ranked #32.

Traction Financial Partners first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $566K in Q2 2024. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Traction Financial Partners held 7,309 shares of Dimensional US Equity ETF worth $518K as of Q1 2026.
Traction Financial Partners sold 290 Dimensional US Equity ETF shares in Q1 2026, an estimated $21.5K.
Dimensional US Equity ETF made up 0.32% of Traction Financial Partners's portfolio in Q1 2026, its #32 holding.
Traction Financial Partners first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Traction Financial Partners's Dimensional US Equity ETF position peaked at $566K in Q2 2024.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.