Vestia Personal Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Vestia Personal Wealth Advisors’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	$4.66M	Buy	65,777 +17	+0%	+$1.26K	2.19%	14
2025 Q4	$4.92M	Sell	65,760 -641	-1%	-$47.1K	2.5%	12
2025 Q3	$4.81M	Buy	66,401 +225	+0.3%	+$15.7K	2.79%	11
2025 Q2	$4.44M	Buy	66,176 +54	+0.1%	+$3.34K	3.04%	10
2025 Q1	$4M	Sell	66,122 -11	-0%	-$703	3.16%	9
2024 Q4	$4.22M	Buy	66,133 +447	+0.7%	+$28.7K	3.47%	8
2024 Q3	$4.09M	Buy	65,686 +1,534	+2%	+$91.8K	3.85%	7
2024 Q2	$3.78M	Buy	+64,152	New	+$3.65M	4.03%	7

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 $2.57B AUM 21.7% 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

Vestia Personal Wealth Advisors's DFUS Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.03% in Q1 2026, buying an estimated $1.26K and bringing the position to 65,777 shares worth $4.66M. The position accounts for 2.19% of the portfolio, ranked #14.

Vestia Personal Wealth Advisors first reported a position in DFUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.92M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Vestia Personal Wealth Advisors held 65,777 shares of Dimensional US Equity ETF worth $4.66M as of Q1 2026.
Vestia Personal Wealth Advisors bought 17 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.26K.
Dimensional US Equity ETF made up 2.19% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #14 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Dimensional US Equity ETF position peaked at $4.92M in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.