Acorn Financial Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

Acorn Financial Advisory Services’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	$517K	Hold	6,308	–	–	0.07%	132
2026 Q1	$447K	Sell	6,308 -1,860	-23%	-$138K	0.06%	134
2025 Q4	$606K	Sell	8,168 -134	-2%	-$9.85K	0.09%	107
2025 Q3	$601K	Sell	8,302 -282	-3%	-$19.6K	0.09%	104
2025 Q2	$575K	Sell	8,584 -1,745	-17%	-$108K	0.09%	105
2025 Q1	$625K	Buy	10,329 +1	+0%	+$64	0.11%	89
2024 Q4	$658K	Buy	10,328 +3	+0%	+$192	0.11%	92
2024 Q3	$642K	Hold	10,325	–	–	0.11%	84
2024 Q2	$608K	Sell	10,325 -60	-0.6%	-$3.41K	0.11%	93
2024 Q1	$592K	Sell	10,385 -403	-4%	-$21.8K	0.11%	96
2023 Q4	$559K	Sell	10,788 -66	-0.6%	-$3.19K	0.1%	126
2023 Q3	$505K	Hold	10,854	–	–	0.09%	133
2023 Q2	$523K	Hold	10,854	–	–	0.09%	124
2023 Q1	$482K	Sell	10,854 -7,216	-40%	-$313K	0.09%	124
2022 Q4	$752K	Sell	18,070 -2,505	-12%	-$105K	0.16%	89
2022 Q3	$799K	Hold	20,575	–	–	0.19%	82
2022 Q2	$838K	Hold	20,575	–	–	0.2%	74
2022 Q1	$1.01M	Hold	20,575	–	–	0.2%	78
2021 Q4	$1.06M	Sell	20,575 -2,139	-9%	-$108K	0.21%	75
2021 Q3	$1.07M	Buy	+22,714	New	+$1.1M	0.33%	74

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

Acorn Financial Advisory Services's DFUS Position: Q2 2026 in Review

Acorn Financial Advisory Services held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 6,308 shares worth $517K. The position accounts for 0.07% of the portfolio, ranked #132.

Acorn Financial Advisory Services first reported a position in DFUS in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.07M in Q3 2021. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Acorn Financial Advisory Services held 6,308 shares of Dimensional US Equity ETF worth $517K as of Q2 2026.
Acorn Financial Advisory Services left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.07% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #132 holding.
Acorn Financial Advisory Services first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 20 quarters since.
Acorn Financial Advisory Services's Dimensional US Equity ETF position peaked at $1.07M in Q3 2021.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.