Allodium Investment Consultants’s Dimensional US Equity ETF DFUS Stock Holding History

Allodium Investment Consultants’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	$27.9M	Sell	341,010 -4,104	-1%	-$325K	11.87%	1
2026 Q1	$24.5M	Buy	345,114 +10,011	+3%	+$742K	11.72%	1
2025 Q4	$24.9M	Buy	335,103 +21,789	+7%	+$1.6M	12.59%	1
2025 Q3	$22.7M	Buy	313,314 +1,325	+0.4%	+$92.3K	12.81%	1
2025 Q2	$20.9M	Buy	311,989 +16,373	+6%	+$1.01M	13.23%	1
2025 Q1	$17.9M	Buy	295,616 +46,232	+19%	+$2.95M	13.2%	1
2024 Q4	$15.9M	Buy	+249,384	New	+$16M	13.28%	1

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

Allodium Investment Consultants's DFUS Position: Q2 2026 in Review

Allodium Investment Consultants reduced its Dimensional US Equity ETF (DFUS) stake by 1.2% in Q2 2026, selling an estimated $325K and leaving 341,010 shares worth $27.9M. The position accounts for 11.87% of the portfolio, ranked #1.

Allodium Investment Consultants first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Allodium Investment Consultants held 341,010 shares of Dimensional US Equity ETF worth $27.9M as of Q2 2026.
Allodium Investment Consultants sold 4,104 Dimensional US Equity ETF shares in Q2 2026, an estimated $325K.
Dimensional US Equity ETF made up 11.87% of Allodium Investment Consultants's portfolio in Q2 2026, its #1 holding.
Allodium Investment Consultants first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.