TWM
DFUS

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

Tripletail 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
2025
Q4 		– Sell
-3,330
Closed -$244K – 281
2025
Q3 		$244K Hold
3,330
– – 0.29% 59
2025
Q2 		$230K Buy
+3,330
New +$206K 0.33% 64

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 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 $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Tripletail Wealth Management's DFUS Position: Q4 2025 in Review

Tripletail Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q4 2025, closing a stake of 3,330 shares — an estimated $244K sold.

Tripletail Wealth Management first reported a position in DFUS in Q2 2025 and held it in 2 quarters. The position peaked at $244K in Q3 2025. 843 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

  • Tripletail Wealth Management reported no remaining Dimensional US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 3,330 Dimensional US Equity ETF shares in Q4 2025, an estimated $244K.
  • Tripletail Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2025 and held it in 2 quarters.
  • Tripletail Wealth Management's Dimensional US Equity ETF position peaked at $244K in Q3 2025.
  • 843 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.