Vance Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Vance Wealth’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	$625K	Buy	8,820 +231	+3%	+$17.1K	0.18%	66
2025 Q4	$637K	Buy	8,589 +961	+13%	+$70.6K	0.19%	65
2025 Q3	$553K	Buy	7,628 +2,709	+55%	+$189K	0.17%	66
2025 Q2	$330K	Buy	4,919 +627	+15%	+$38.8K	0.11%	87
2025 Q1	$260K	Sell	4,292 -28	-0.6%	-$1.79K	0.1%	90
2024 Q4	$275K	Sell	4,320 -753	-15%	-$48.3K	0.11%	81
2024 Q3	$316K	Sell	5,073 -131	-3%	-$7.84K	0.12%	77
2024 Q2	$306K	Sell	5,204 -204	-4%	-$11.6K	0.13%	74
2024 Q1	$308K	Buy	5,408 +225	+4%	+$12.2K	0.12%	70
2023 Q4	$269K	Buy	+5,183	New	+$251K	0.12%	69

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Vance Wealth's DFUS Position: Q1 2026 in Review

Vance Wealth increased its Dimensional US Equity ETF (DFUS) stake by 2.7% in Q1 2026, buying an estimated $17.1K and bringing the position to 8,820 shares worth $625K. The position accounts for 0.18% of the portfolio, ranked #66.

Vance Wealth first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $637K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Vance Wealth held 8,820 shares of Dimensional US Equity ETF worth $625K as of Q1 2026.
Vance Wealth bought 231 Dimensional US Equity ETF shares in Q1 2026, an estimated $17.1K.
Dimensional US Equity ETF made up 0.18% of Vance Wealth's portfolio in Q1 2026, its #66 holding.
Vance Wealth first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Vance Wealth's Dimensional US Equity ETF position peaked at $637K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.