WA
DFUS

Wealthstream Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Wealthstream 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
2025
Q3 		$35.2M Sell
485,558
-12,289
-2% -$856K 5.32% 5
2025
Q2 		$33.4M Sell
497,847
-4,997
-1% -$309K 5.55% 5
2025
Q1 		$30.4M Sell
502,844
-83,608
-14% -$5.34M 5.69% 5
2024
Q4 		$37.4M Sell
586,452
-6,880
-1% -$441K 6.9% 4
2024
Q3 		$36.9M Sell
593,332
-24,295
-4% -$1.45M 6.71% 4
2024
Q2 		$36.3M Sell
617,627
-6,048
-1% -$344K 13.3% 1
2024
Q1 		$35.5M Sell
623,675
-34,193
-5% -$1.85M 13.49% 1
2023
Q4 		$34.1M Sell
657,868
-14,005
-2% -$678K 14.08% 1
2023
Q3 		$31.3M Sell
671,873
-17,586
-3% -$851K 16.15% 1
2023
Q2 		$33.2M Buy
689,459
+863
+0.1% +$39.3K 17.42% 1
2023
Q1 		$30.6M Sell
688,596
-1,353
-0.2% -$58.8K 18.27% 1
2022
Q4 		$28.7M Sell
689,949
-2,054
-0.3% -$85.9K 18.71% 1
2022
Q3 		$26.9M Sell
692,003
-4,170
-0.6% -$179K 28.86% 1
2022
Q2 		$28.4M Sell
696,173
-31,707
-4% -$1.4M 28.67% 1
2022
Q1 		$35.7M Buy
727,880
+14,143
+2% +$684K 31.2% 1
2021
Q4 		$36.9M Buy
+713,737
New +$35.9M 31.46% 1

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthstream Advisors's DFUS Position: Q3 2025 in Review

Wealthstream Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 2.5% in Q3 2025, selling an estimated $856K and leaving 485,558 shares worth $35.2M. The position accounts for 5.32% of the portfolio, ranked #5.

Wealthstream Advisors first reported a position in DFUS in Q4 2021 and has held it in 16 quarters since. The position peaked at $37.4M in Q4 2024. 761 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

  • Wealthstream Advisors held 485,558 shares of Dimensional US Equity ETF worth $35.2M as of Q3 2025.
  • Wealthstream Advisors sold 12,289 Dimensional US Equity ETF shares in Q3 2025, an estimated $856K.
  • Dimensional US Equity ETF made up 5.32% of Wealthstream Advisors's portfolio in Q3 2025, its #5 holding.
  • Wealthstream Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 16 quarters since.
  • Wealthstream Advisors's Dimensional US Equity ETF position peaked at $37.4M in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.