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 Q2	$1.13M	Sell	13,764 -484	-3%	-$38.3K	0.28%	51
2026 Q1	$1.01M	Sell	14,248 -16,540	-54%	-$1.23M	0.27%	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	0.44%	33
2024 Q4	$1.1M	Sell	17,287 -287	-2%	-$18.4K	0.45%	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	0.51%	27
2023 Q2	$953K	Hold	19,794	–	–	0.58%	23
2023 Q1	$879K	Hold	19,794	–	–	0.57%	25
2022 Q4	$824K	Buy	19,794 +9,231	+87%	+$386K	0.56%	25
2022 Q3	$410K	Hold	10,563	–	–	0.34%	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 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

IFA

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

WorthPointe's DFUS Position: Q2 2026 in Review

WorthPointe reduced its Dimensional US Equity ETF (DFUS) stake by 3.4% in Q2 2026, selling an estimated $38.3K and leaving 13,764 shares worth $1.13M. The position accounts for 0.28% of the portfolio, ranked #51.

WorthPointe first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.28M in Q4 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

WorthPointe held 13,764 shares of Dimensional US Equity ETF worth $1.13M as of Q2 2026.
WorthPointe sold 484 Dimensional US Equity ETF shares in Q2 2026, an estimated $38.3K.
Dimensional US Equity ETF made up 0.28% of WorthPointe's portfolio in Q2 2026, its #51 holding.
WorthPointe first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
WorthPointe's Dimensional US Equity ETF position peaked at $2.28M in Q4 2025.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.