Independent Wealth Network Inc. / DFUSUSD
Independent Wealth Network Inc.’s Dimensional Etf Trust Position
Does Independent Wealth Network Inc. own Dimensional Etf Trust (DFUSUSD)? Yes — 73.2K shares worth $5M (+1.54% of its 13F portfolio) as of Q1 2026, up from 68.5K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
73.2K
% of Portfolio
+1.54%
Quarters Held
19
currently held
Position History DFUSUSD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 73.2K | $5M | +1.54% |
| Q4 2025 | 68.5K | $5M | +1.55% |
| Q3 2025 | 67.7K | $5M | +1.58% |
| Q2 2025 | 69.4K | $5M | +1.69% |
| Q1 2025 | 65.3K | $4M | +1.58% |
| Q4 2024 | 61.4K | $4M | +1.59% |
| Q3 2024 | 58.1K | $4M | +1.60% |
| Q2 2024 | 54.1K | $3M | +1.48% |
| Q1 2024 | 47.5K | $3M | +1.27% |
| Q4 2023 | 41.9K | $2M | +1.14% |
| Q3 2023 | 42.5K | $2M | +1.22% |
| Q2 2023 | 41.9K | $2M | +1.21% |
| Q1 2023 | 40.3K | $2M | +1.15% |
| Q4 2022 | 40.3K | $2M | +1.15% |
| Q3 2022 | 35.3K | $1M | +1.07% |
| Q2 2022 | 36.0K | $1M | +1.05% |
| Q1 2022 | 33.5K | $2M | +1.04% |
| Q4 2021 | 29.3K | $2M | +0.93% |
| Q3 2021 | 28.2K | $1M | +0.94% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Wealth Network Inc.’s full portfolio or all institutional holders of DFUSUSD.