True Wealth Design’s Dimensional US Equity ETF DFUS Stock Holding History

True Wealth Design’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	$2.9M	Sell	35,450 -294	-0.8%	-$23.2K	0.69%	14
2026 Q1	$2.53M	Sell	35,744 -1,073	-3%	-$79.5K	0.7%	14
2025 Q4	$2.73M	Sell	36,817 -1,216	-3%	-$89.3K	0.8%	14
2025 Q3	$2.76M	Sell	38,033 -2,777	-7%	-$193K	0.84%	13
2025 Q2	$2.74M	Sell	40,810 -541	-1%	-$33.5K	0.96%	13
2025 Q1	$2.5M	Sell	41,351 -1,208	-3%	-$77.2K	0.95%	10
2024 Q4	$2.71M	Sell	42,559 -2,326	-5%	-$149K	1.05%	10
2024 Q3	$2.79M	Sell	44,885 -42	-0.1%	-$2.52K	1.09%	10
2024 Q2	$2.64M	Sell	44,927 -4,210	-9%	-$239K	0.65%	19
2024 Q1	$2.8M	Sell	49,137 -464	-0.9%	-$25.1K	0.7%	20
2023 Q4	$2.57M	Sell	49,601 -8,208	-14%	-$397K	0.72%	20
2023 Q3	$2.69M	Sell	57,809 -7,611	-12%	-$368K	0.9%	19
2023 Q2	$3.15M	Hold	65,420	–	–	1.15%	14
2023 Q1	$2.91M	Buy	+65,420	New	+$2.84M	1.22%	17

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

True Wealth Design's DFUS Position: Q2 2026 in Review

True Wealth Design reduced its Dimensional US Equity ETF (DFUS) stake by 0.82% in Q2 2026, selling an estimated $23.2K and leaving 35,450 shares worth $2.9M. The position accounts for 0.69% of the portfolio, ranked #14.

True Wealth Design first reported a position in DFUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.15M in Q2 2023. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

True Wealth Design held 35,450 shares of Dimensional US Equity ETF worth $2.9M as of Q2 2026.
True Wealth Design sold 294 Dimensional US Equity ETF shares in Q2 2026, an estimated $23.2K.
Dimensional US Equity ETF made up 0.69% of True Wealth Design's portfolio in Q2 2026, its #14 holding.
True Wealth Design first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 14 quarters since.
True Wealth Design's Dimensional US Equity ETF position peaked at $3.15M in Q2 2023.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.