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

Visionary 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	$682K	Buy	9,616 +546	+6%	+$40.5K	0.03%	341
2025 Q4	$673K	Hold	9,070	–	–	0.03%	328
2025 Q3	$657K	Hold	9,070	–	–	0.03%	338
2025 Q2	$608K	Hold	9,070	–	–	0.03%	330
2025 Q1	$549K	Sell	9,070 -481	-5%	-$30.7K	0.03%	331
2024 Q4	$609K	Hold	9,551	–	–	0.04%	323
2024 Q3	$594K	Sell	9,551 -836	-8%	-$50.1K	0.04%	323
2024 Q2	$611K	Hold	10,387	–	–	0.04%	299
2024 Q1	$592K	Hold	10,387	–	–	0.04%	297
2023 Q4	$538K	Hold	10,387	–	–	0.04%	302
2023 Q3	$484K	Sell	10,387 -375	-3%	-$18.1K	0.04%	308
2023 Q2	$518K	Hold	10,762	–	–	0.04%	292
2023 Q1	$478K	Sell	10,762 -135	-1%	-$5.86K	0.04%	287
2022 Q4	$453K	Buy	+10,897	New	+$456K	0.04%	254

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

Visionary Wealth Advisors's DFUS Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 6% in Q1 2026, buying an estimated $40.5K and bringing the position to 9,616 shares worth $682K. The position accounts for 0.03% of the portfolio, ranked #341.

Visionary Wealth Advisors first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Visionary Wealth Advisors held 9,616 shares of Dimensional US Equity ETF worth $682K as of Q1 2026.
Visionary Wealth Advisors bought 546 Dimensional US Equity ETF shares in Q1 2026, an estimated $40.5K.
Dimensional US Equity ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q1 2026, its #341 holding.
Visionary Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.