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 Q3	$863K	Hold	10,394	–	–	0.5%	28
2026 Q2	$852K	Hold	10,394	–	–	0.53%	28
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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Waypoint Wealth Counsel's DFUS Position: Q3 2026 in Review

Waypoint Wealth Counsel held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 10,394 shares worth $863K. The position accounts for 0.5% of the portfolio, ranked #28.

Waypoint Wealth Counsel first reported a position in DFUS in Q4 2022 and has held it in 16 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Waypoint Wealth Counsel held 10,394 shares of Dimensional US Equity ETF worth $863K as of Q3 2026.
Waypoint Wealth Counsel left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.5% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #28 holding.
Waypoint Wealth Counsel first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 16 quarters since.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.