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 Q3	$559K	Hold	6,730	–	–	0.21%	45
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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aspect Partners's DFUS Position: Q3 2026 in Review

Aspect Partners held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 6,730 shares worth $559K. The position accounts for 0.21% of the portfolio, ranked #45.

Aspect Partners first reported a position in DFUS in Q3 2024 and has held it in 9 quarters since. The position peaked at $608K in Q4 2025. 285 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Aspect Partners held 6,730 shares of Dimensional US Equity ETF worth $559K as of Q3 2026.
Aspect Partners left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.21% of Aspect Partners's portfolio in Q3 2026, its #45 holding.
Aspect Partners first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 9 quarters since.
Aspect Partners's Dimensional US Equity ETF position peaked at $608K in Q4 2025.
285 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.