SEC 13F Intelligence

Bernardo Wealth Planning LLC / DFUSUSD

Bernardo Wealth Planning LLC’s Dimensional Etf Trust Position

Does Bernardo Wealth Planning LLC own Dimensional Etf Trust (DFUSUSD)? Yes — 286.2K shares worth $20M (+3.97% of its 13F portfolio) as of Q1 2026, up from 258.3K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
286.2K
% of Portfolio
+3.97%
Quarters Held
8
currently held

Position History DFUSUSD

Reported value by quarter
Q2 ’24: $258,011Q2 ’24Q3 ’24: $795Q3 ’24Q4 ’24: $9MQ4 ’24Q1 ’25: $9,588Q1 ’25Q2 ’25: $16,278Q2 ’25Q3 ’25: $18MQ3 ’25Q4 ’25: $19MQ4 ’25Q1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026286.2K$20M+3.97%
Q4 2025258.3K$19M+3.65%
Q3 2025253.1K$18M+3.59%
Q2 2025242.9K$16,278+3.53%
Q1 2025158.5K$9,588+2.29%
Q4 2024149.3K$9M+2.26%
Q3 202412.6K$795+0.19%
Q2 20244.4K$258,011+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bernardo Wealth Planning LLC’s full portfolio or all institutional holders of DFUSUSD.