AO
DFUS

Advisor OS’s Dimensional US Equity ETF DFUS Stock Holding History

Advisor OS’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 		$314K Buy
3,830
+9
+0.2% +$712 0.02% 436
2026
Q1 		$271K Buy
3,821
+10
+0.3% +$741 0.02% 456
2025
Q4 		$283K Buy
3,811
+8
+0.2% +$588 0.02% 392
2025
Q3 		$276K Buy
3,803
+9
+0.2% +$627 0.02% 383
2025
Q2 		$254K Buy
3,794
+10
+0.3% +$619 0.03% 384
2025
Q1 		$229K Buy
3,784
+9
+0.2% +$575 0.03% 380
2024
Q4 		$241K Buy
3,775
+13
+0.3% +$834 0.03% 364
2024
Q3 		$234K Buy
3,762
+7
+0.2% +$419 0.02% 364
2024
Q2 		$221K Buy
3,755
+7
+0.2% +$398 0.02% 354
2024
Q1 		$214K Buy
+3,748
New +$203K 0.02% 363

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

Advisor OS's DFUS Position: Q2 2026 in Review

Advisor OS increased its Dimensional US Equity ETF (DFUS) stake by 0.24% in Q2 2026, buying an estimated $712 and bringing the position to 3,830 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #436.

Advisor OS first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Advisor OS held 3,830 shares of Dimensional US Equity ETF worth $314K as of Q2 2026.
  • Advisor OS bought 9 Dimensional US Equity ETF shares in Q2 2026, an estimated $712.
  • Dimensional US Equity ETF made up 0.02% of Advisor OS's portfolio in Q2 2026, its #436 holding.
  • Advisor OS first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.