Whalen Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Whalen Wealth Management’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	–	Sell	-2,811	Closed	-$208K	–	187
2025 Q4	$208K	Sell	2,811 -1,991	-41%	-$146K	0.11%	185
2025 Q3	$348K	Buy	4,802 +12	+0.3%	+$836	0.2%	116
2025 Q2	$321K	Buy	4,790 +12	+0.3%	+$743	0.2%	133
2025 Q1	$289K	Buy	4,778 +11	+0.2%	+$703	0.19%	104
2024 Q4	$304K	Buy	4,767 +17	+0.4%	+$1.09K	0.21%	95
2024 Q3	$295K	Buy	4,750 +12	+0.3%	+$718	0.21%	87
2024 Q2	$279K	Buy	4,738 +13	+0.3%	+$739	0.22%	81
2024 Q1	$269K	Hold	4,725	–	–	0.2%	76
2023 Q4	$245K	Buy	+4,725	New	+$229K	0.22%	95

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Whalen Wealth Management's DFUS Position: Q1 2026 in Review

Whalen Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 2,811 shares — an estimated $208K sold.

Whalen Wealth Management first reported a position in DFUS in Q4 2023 and held it in 9 quarters. The position peaked at $348K in Q3 2025. 855 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Whalen Wealth Management reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
Whalen Wealth Management sold 2,811 Dimensional US Equity ETF shares in Q1 2026, an estimated $208K.
Whalen Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2023 and held it in 9 quarters.
Whalen Wealth Management's Dimensional US Equity ETF position peaked at $348K in Q3 2025.
855 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.