Wealthspan Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Wealthspan Partners’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	$858K	Hold	12,104	–	–	0.3%	59
2025 Q4	$898K	Hold	12,104	–	–	0.33%	54
2025 Q3	$877K	Sell	12,104 -40	-0.3%	-$2.79K	0.33%	49
2025 Q2	$814K	Sell	12,144 -84	-0.7%	-$5.2K	0.34%	50
2025 Q1	$740K	Hold	12,228	–	–	0.34%	50
2024 Q4	$780K	Hold	12,228	–	–	0.37%	49
2024 Q3	$761K	Buy	12,228 +168	+1%	+$10.1K	0.38%	50
2024 Q2	$710K	Hold	12,060	–	–	0.39%	47
2024 Q1	$687K	Hold	12,060	–	–	0.4%	45
2023 Q4	$625K	Hold	12,060	–	–	0.44%	40
2023 Q3	$561K	Hold	12,060	–	–	0.44%	39
2023 Q2	$581K	Hold	12,060	–	–	0.46%	37
2023 Q1	$536K	Hold	12,060	–	–	0.46%	42
2022 Q4	$502K	Buy	+12,060	New	+$504K	0.46%	41

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

Wealthspan Partners's DFUS Position: Q1 2026 in Review

Wealthspan Partners held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 12,104 shares worth $858K. The position accounts for 0.3% of the portfolio, ranked #59.

Wealthspan Partners first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $898K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Wealthspan Partners held 12,104 shares of Dimensional US Equity ETF worth $858K as of Q1 2026.
Wealthspan Partners left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.3% of Wealthspan Partners's portfolio in Q1 2026, its #59 holding.
Wealthspan Partners first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Wealthspan Partners's Dimensional US Equity ETF position peaked at $898K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.