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 Q3	$1.33M	Sell	16,064 -9	-0.1%	-$747	0.07%	171
2026 Q2	$1.33M	Sell	16,073 -709	-4%	-$56.1K	0.08%	166
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Triad Wealth Partners's DFUS Position: Q3 2026 in Review

Triad Wealth Partners reduced its Dimensional US Equity ETF (DFUS) stake by 0.06% in Q3 2026, selling an estimated $747 and leaving 16,064 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #171.

Triad Wealth Partners first reported a position in DFUS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2025. 562 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Triad Wealth Partners held 16,064 shares of Dimensional US Equity ETF worth $1.33M as of Q3 2026.
Triad Wealth Partners sold 9 Dimensional US Equity ETF shares in Q3 2026, an estimated $747.
Dimensional US Equity ETF made up 0.07% of Triad Wealth Partners's portfolio in Q3 2026, its #171 holding.
Triad Wealth Partners first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 6 quarters since.
Triad Wealth Partners's Dimensional US Equity ETF position peaked at $1.35M in Q4 2025.
562 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.