TWP
DFUS

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

Tyche 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 		$322K Hold
4,538
– – 0.05% 261
2025
Q4 		$337K Hold
4,538
– – 0.05% 247
2025
Q3 		$329K Hold
4,538
– – 0.06% 213
2025
Q2 		$304K Hold
4,538
– – 0.06% 216
2025
Q1 		$274K Hold
4,538
– – 0.06% 212
2024
Q4 		$289K Hold
4,538
– – 0.06% 219
2024
Q3 		$282K Hold
4,538
– – 0.06% 206
2024
Q2 		$267K Hold
4,538
– – 0.07% 207
2024
Q1 		$259K Hold
4,538
– – 0.06% 223
2023
Q4 		$235K Buy
+4,538
New +$220K 0.06% 248

Other funds holding DFUS

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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 $2.16B AUM 18.08% 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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return