Waypoint Wealth Counsel’s Dimensional US Equity ETF DFUS Stock Holding History

Waypoint Wealth Counsel’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	$737K	Hold	10,394	–	–	0.38%	42
2025 Q4	$771K	Hold	10,394	–	–	0.28%	66
2025 Q3	$753K	Hold	10,394	–	–	0.3%	53
2025 Q2	$697K	Hold	10,394	–	–	0.35%	48
2025 Q1	$629K	Hold	10,394	–	–	0.39%	45
2024 Q4	$663K	Hold	10,394	–	–	0.43%	44
2024 Q3	$647K	Buy	10,394 +5,197	+100%	+$311K	0.44%	47
2024 Q2	$306K	Hold	5,197	–	–	0.23%	62
2024 Q1	$296K	Hold	5,197	–	–	0.23%	72
2023 Q4	$269K	Hold	5,197	–	–	0.23%	78
2023 Q3	$242K	Hold	5,197	–	–	0.23%	75
2023 Q2	$250K	Hold	5,197	–	–	0.22%	73
2023 Q1	$231K	Hold	5,197	–	–	0.18%	80
2022 Q4	$216K	Buy	+5,197	New	+$217K	0.17%	87

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

Waypoint Wealth Counsel's DFUS Position: Q1 2026 in Review

Waypoint Wealth Counsel held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 10,394 shares worth $737K. The position accounts for 0.38% of the portfolio, ranked #42.

Waypoint Wealth Counsel first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $771K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Waypoint Wealth Counsel held 10,394 shares of Dimensional US Equity ETF worth $737K as of Q1 2026.
Waypoint Wealth Counsel left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.38% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #42 holding.
Waypoint Wealth Counsel first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Waypoint Wealth Counsel's Dimensional US Equity ETF position peaked at $771K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.