Action Point Financial Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Action Point Financial Planning’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	$135K	Buy	+1,648	New	+$130K	0.01%	523

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

Action Point Financial Planning's DFUS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 1,648 shares worth $135K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings.

867 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Action Point Financial Planning held 1,648 shares of Dimensional US Equity ETF worth $135K as of Q2 2026.
Dimensional US Equity ETF was a new Action Point Financial Planning position in Q2 2026.
Dimensional US Equity ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #523 holding.
867 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.