AP
DFUS

Aspect Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Aspect Partners’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 		$551K Sell
6,730
-1,465
-18% -$116K 0.21% 43
2026
Q1 		$581K Hold
8,195
– – 0.24% 42
2025
Q4 		$608K Hold
8,195
– – 0.27% 44
2025
Q3 		$594K Sell
8,195
-440
-5% -$30.7K 0.27% 41
2025
Q2 		$579K Hold
8,635
– – 0.29% 40
2025
Q1 		$522K Hold
8,635
– – 0.3% 37
2024
Q4 		$550K Hold
8,635
– – 0.32% 36
2024
Q3 		$537K Buy
+8,635
New +$517K 0.3% 35

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspect Partners's DFUS Position: Q2 2026 in Review

Aspect Partners reduced its Dimensional US Equity ETF (DFUS) stake by 18% in Q2 2026, selling an estimated $116K and leaving 6,730 shares worth $551K. The position accounts for 0.21% of the portfolio, ranked #43.

Aspect Partners first reported a position in DFUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $608K in Q4 2025. 224 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Aspect Partners held 6,730 shares of Dimensional US Equity ETF worth $551K as of Q2 2026.
  • Aspect Partners sold 1,465 Dimensional US Equity ETF shares in Q2 2026, an estimated $116K.
  • Dimensional US Equity ETF made up 0.21% of Aspect Partners's portfolio in Q2 2026, its #43 holding.
  • Aspect Partners first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • Aspect Partners's Dimensional US Equity ETF position peaked at $608K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.