AF
DFUS

Allworth Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Allworth Financial’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 		$14.1M Sell
172,218
-97,102
-36% -$7.68M 0.06% 192
2026
Q1 		$19.1M Buy
269,320
+103,883
+63% +$7.7M 0.08% 157
2025
Q4 		$12.3M Sell
165,437
-3,421
-2% -$251K 0.05% 204
2025
Q3 		$12.2M Sell
168,858
-2,501
-1% -$174K 0.05% 180
2025
Q2 		$11.5M Sell
171,359
-3,453
-2% -$214K 0.06% 182
2025
Q1 		$10.3M Buy
174,812
+57,677
+49% +$3.69M 0.06% 171
2024
Q4 		$7.75M Sell
117,135
-7,814
-6% -$501K 0.04% 200
2024
Q3 		$7.77M Sell
124,949
-2,426
-2% -$145K 0.05% 166
2024
Q2 		$7.58M Buy
127,375
+72,976
+134% +$4.15M 0.05% 167
2024
Q1 		$3.1M Buy
54,399
+160
+0.3% +$8.66K 0.02% 245
2023
Q4 		$2.81M Buy
54,239
+6,268
+13% +$303K 0.02% 256
2023
Q3 		$2.23M Sell
47,971
-384
-0.8% -$18.6K 0.02% 261
2023
Q2 		$2.33M Buy
48,355
+8,984
+23% +$409K 0.02% 256
2023
Q1 		$1.75M Buy
39,371
+844
+2% +$36.7K 0.02% 274
2022
Q4 		$1.6M Buy
38,527
+9,637
+33% +$403K 0.02% 273
2022
Q3 		$1.12M Buy
28,890
+19,459
+206% +$837K 0.01% 305
2022
Q2 		$384K Buy
+9,431
New +$418K 0.01% 449

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

Allworth Financial's DFUS Position: Q2 2026 in Review

Allworth Financial reduced its Dimensional US Equity ETF (DFUS) stake by 36% in Q2 2026, selling an estimated $7.68M and leaving 172,218 shares worth $14.1M. The position accounts for 0.06% of the portfolio, ranked #192.

Allworth Financial first reported a position in DFUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $19.1M in Q1 2026. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Allworth Financial held 172,218 shares of Dimensional US Equity ETF worth $14.1M as of Q2 2026.
  • Allworth Financial sold 97,102 Dimensional US Equity ETF shares in Q2 2026, an estimated $7.68M.
  • Dimensional US Equity ETF made up 0.06% of Allworth Financial's portfolio in Q2 2026, its #192 holding.
  • Allworth Financial first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's Dimensional US Equity ETF position peaked at $19.1M in Q1 2026.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.