TWP
DFUS

Triad Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Triad 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
Q1 		$1.19M Sell
16,782
-1,357
-7% -$101K 0.09% 147
2025
Q4 		$1.35M Buy
18,139
+127
+0.7% +$9.33K 0.13% 128
2025
Q3 		$1.3M Buy
18,012
+378
+2% +$26.3K 0.17% 93
2025
Q2 		$1.18M Buy
+17,634
New +$1.09M 0.24% 72

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 $2.57B AUM 21.7% 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

Triad Wealth Partners's DFUS Position: Q1 2026 in Review

Triad Wealth Partners reduced its Dimensional US Equity ETF (DFUS) stake by 7.5% in Q1 2026, selling an estimated $101K and leaving 16,782 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #147.

Triad Wealth Partners first reported a position in DFUS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.35M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Triad Wealth Partners held 16,782 shares of Dimensional US Equity ETF worth $1.19M as of Q1 2026.
  • Triad Wealth Partners sold 1,357 Dimensional US Equity ETF shares in Q1 2026, an estimated $101K.
  • Dimensional US Equity ETF made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #147 holding.
  • Triad Wealth Partners first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's Dimensional US Equity ETF position peaked at $1.35M in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.