Altiora Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Altiora Financial Group’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	$9.14M	Hold	111,570	–	–	1.44%	17
2026 Q1	$7.91M	Hold	111,570	–	–	1.3%	20
2025 Q4	$8.28M	Hold	111,570	–	–	1.43%	18
2025 Q3	$8.08M	Hold	111,570	–	–	1.48%	18
2025 Q2	$7.48M	Sell	111,570 -60	-0.1%	-$3.71K	1.46%	17
2025 Q1	$6.75M	Hold	111,630	–	–	1.44%	17
2024 Q4	$7.12M	Hold	111,630	–	–	1.55%	17
2024 Q3	$6.94M	Sell	111,630 -67	-0.1%	-$4.01K	1.54%	17
2024 Q2	$6.57M	Hold	111,697	–	–	1.58%	16
2024 Q1	$6.36M	Hold	111,697	–	–	1.73%	16
2023 Q4	$5.79M	Buy	111,697 +100,262	+877%	+$4.85M	1.68%	16
2023 Q3	$532K	Sell	11,435 -72	-0.6%	-$3.48K	0.25%	35
2023 Q2	$554K	Hold	11,507	–	–	0.24%	37
2023 Q1	$511K	Hold	11,507	–	–	0.24%	39
2022 Q4	$479K	Buy	+11,507	New	+$481K	0.24%	36

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

Altiora Financial Group's DFUS Position: Q2 2026 in Review

Altiora Financial Group held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 111,570 shares worth $9.14M. The position accounts for 1.44% of the portfolio, ranked #17.

Altiora Financial Group first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Altiora Financial Group held 111,570 shares of Dimensional US Equity ETF worth $9.14M as of Q2 2026.
Altiora Financial Group left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 1.44% of Altiora Financial Group's portfolio in Q2 2026, its #17 holding.
Altiora Financial Group first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.