W
DFUS

WorthPointe’s Dimensional US Equity ETF DFUS Stock Holding History

WorthPointe’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 		$1.01M Sell
14,248
-16,540
-54% -$1.23M 0.28% 56
2025
Q4 		$2.28M Buy
30,788
+16,474
+115% +$1.21M 0.6% 34
2025
Q3 		$1.04M Hold
14,314
– – 0.39% 37
2025
Q2 		$959K Sell
14,314
-2,123
-13% -$131K 0.4% 33
2025
Q1 		$994K Sell
16,437
-850
-5% -$54.3K 0.45% 33
2024
Q4 		$1.1M Sell
17,287
-287
-2% -$18.4K 0.46% 28
2024
Q3 		$1.09M Sell
17,574
-516
-3% -$30.9K 0.46% 28
2024
Q2 		$1.06M Hold
18,090
– – 0.49% 28
2024
Q1 		$1.03M Sell
18,090
-454
-2% -$24.6K 0.52% 22
2023
Q4 		$961K Hold
18,544
– – 0.49% 28
2023
Q3 		$863K Sell
18,544
-1,250
-6% -$60.5K 0.52% 27
2023
Q2 		$953K Hold
19,794
– – 0.6% 23
2023
Q1 		$879K Hold
19,794
– – 0.59% 25
2022
Q4 		$824K Buy
19,794
+9,231
+87% +$386K 0.59% 25
2022
Q3 		$410K Hold
10,563
– – 0.35% 33
2022
Q2 		$430K Hold
10,563
– – 0.36% 29
2022
Q1 		$518K Hold
10,563
– – 0.42% 27
2021
Q4 		$498K Buy
+10,563
New +$531K 0.44% 23

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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
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
PL
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return