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

Tradition 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	–	Sell	-2,943	Closed	-$209K	–	569
2026 Q1	$209K	Hold	2,943	–	–	0.01%	468
2025 Q4	$218K	Buy	2,943 +6	+0.2%	+$441	0.02%	448
2025 Q3	$213K	Buy	+2,937	New	+$205K	0.02%	447
2024 Q1	–	Sell	-2,883	Closed	-$149K	–	580
2023 Q4	$149K	Buy	2,883 +13	+0.5%	+$629	0.02%	375
2023 Q3	$134K	Buy	2,870 +10	+0.3%	+$484	0.02%	372
2023 Q2	$138K	Buy	2,860 +9	+0.3%	+$409	0.02%	383
2023 Q1	$127K	Buy	2,851 +9	+0.3%	+$391	0.02%	374
2022 Q4	$118K	Buy	2,842 +13	+0.5%	+$544	0.02%	339
2022 Q3	$110K	Buy	2,829 +11	+0.4%	+$473	0.02%	344
2022 Q2	$115K	Buy	2,818 +10	+0.4%	+$443	0.02%	336
2022 Q1	$138K	Buy	2,808 +7	+0.2%	+$338	0.02%	344
2021 Q4	$145K	Buy	2,801 +11	+0.4%	+$553	0.02%	339
2021 Q3	$132K	Buy	2,790 +8	+0.3%	+$387	0.02%	325
2021 Q2	$131K	Buy	+2,782	New	+$130K	0.02%	345

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

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

Tradition Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 2,943 shares — an estimated $209K sold.

Tradition Wealth Management first reported a position in DFUS in Q2 2021 and held it in 14 quarters. The position peaked at $218K in Q4 2025. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Tradition Wealth Management reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
Tradition Wealth Management sold 2,943 Dimensional US Equity ETF shares in Q2 2026, an estimated $209K.
Tradition Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 14 quarters.
Tradition Wealth Management's Dimensional US Equity ETF position peaked at $218K in Q4 2025.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.