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

Allegiance Financial Group 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 		$2.2M Buy
26,799
+10
+0% +$791 0.38% 29
2026
Q1 		$1.9M Buy
26,789
+101
+0.4% +$7.48K 0.38% 32
2025
Q4 		$1.98M Buy
26,688
+60
+0.2% +$4.41K 0.42% 32
2025
Q3 		$1.93M Buy
26,628
+518
+2% +$36.1K 0.44% 31
2025
Q2 		$1.75M Sell
26,110
-1,079
-4% -$66.8K 0.46% 29
2025
Q1 		$1.64M Buy
27,189
+293
+1% +$18.7K 0.5% 30
2024
Q4 		$1.71M Sell
26,896
-507
-2% -$32.5K 0.56% 30
2024
Q3 		$1.7M Buy
27,403
+410
+2% +$24.5K 0.59% 29
2024
Q2 		$1.59M Sell
26,993
-77
-0.3% -$4.38K 0.61% 29
2024
Q1 		$1.54M Sell
27,070
-122
-0.4% -$6.61K 0.63% 31
2023
Q4 		$1.41M Buy
27,192
+329
+1% +$15.9K 0.66% 31
2023
Q3 		$1.25M Buy
26,863
+32
+0.1% +$1.55K 0.7% 30
2023
Q2 		$1.29M Buy
26,831
+20
+0.1% +$910 0.76% 30
2023
Q1 		$1.19M Buy
26,811
+229
+0.9% +$9.95K 0.88% 31
2022
Q4 		$1.11M Buy
+26,582
New +$1.11M 1.06% 31

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

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

Allegiance Financial Group Advisory Services increased its Dimensional US Equity ETF (DFUS) stake by 0.04% in Q2 2026, buying an estimated $791 and bringing the position to 26,799 shares worth $2.2M. The position accounts for 0.38% of the portfolio, ranked #29.

Allegiance Financial Group Advisory Services first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 26,799 shares of Dimensional US Equity ETF worth $2.2M as of Q2 2026.
  • Allegiance Financial Group Advisory Services bought 10 Dimensional US Equity ETF shares in Q2 2026, an estimated $791.
  • Dimensional US Equity ETF made up 0.38% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #29 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.