Allied Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Allied Investment Advisors’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	$635K	Hold	7,752	–	–	0.08%	70
2026 Q1	$550K	Hold	7,752	–	–	0.08%	65
2025 Q4	$575K	Hold	7,752	–	–	0.09%	63
2025 Q3	$562K	Hold	7,752	–	–	0.09%	60
2025 Q2	$520K	Hold	7,752	–	–	0.09%	59
2025 Q1	$469K	Hold	7,752	–	–	0.09%	57
2024 Q4	$494K	Hold	7,752	–	–	0.1%	54
2024 Q3	$482K	Hold	7,752	–	–	0.1%	52
2024 Q2	$456K	Hold	7,752	–	–	0.11%	51
2024 Q1	$442K	Hold	7,752	–	–	0.11%	46
2023 Q4	$402K	Hold	7,752	–	–	0.11%	48
2023 Q3	$361K	Hold	7,752	–	–	0.11%	46
2023 Q2	$373K	Buy	+7,752	New	+$353K	0.11%	46

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

Allied Investment Advisors's DFUS Position: Q2 2026 in Review

Allied Investment Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 7,752 shares worth $635K. The position accounts for 0.08% of the portfolio, ranked #70.

Allied Investment Advisors first reported a position in DFUS in Q2 2023 and has held it in 13 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Allied Investment Advisors held 7,752 shares of Dimensional US Equity ETF worth $635K as of Q2 2026.
Allied Investment Advisors left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.08% of Allied Investment Advisors's portfolio in Q2 2026, its #70 holding.
Allied Investment Advisors first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 13 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.