AAM
DFUS

Austin Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Austin Asset Management’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 		$77.1M Buy
941,091
+3,895
+0.4% +$308K 10.75% 3
2026
Q1 		$66.5M Sell
937,196
-12,195
-1% -$904K 10.93% 3
2025
Q4 		$70.4M Sell
949,391
-6,973
-0.7% -$512K 11.57% 3
2025
Q3 		$69.3M Sell
956,364
-29,407
-3% -$2.05M 12.63% 2
2025
Q2 		$66.1M Sell
985,771
-62,193
-6% -$3.85M 12.87% 2
2025
Q1 		$63.4M Sell
1,047,964
-24,192
-2% -$1.55M 13.2% 2
2024
Q4 		$68.3M Sell
1,072,156
-2,917
-0.3% -$187K 13.59% 2
2024
Q3 		$66.9M Sell
1,075,073
-39,978
-4% -$2.39M 13.02% 2
2024
Q2 		$65.6M Buy
1,115,051
+81,149
+8% +$4.61M 13.42% 2
2024
Q1 		$58.9M Sell
1,033,902
-9,807
-0.9% -$531K 12.52% 3
2023
Q4 		$54.1M Sell
1,043,709
-19,476
-2% -$943K 14.25% 2
2023
Q3 		$49.5M Buy
1,063,185
+32,245
+3% +$1.56M 14.44% 2
2023
Q2 		$49.7M Buy
1,030,940
+110,153
+12% +$5.01M 14.12% 2
2023
Q1 		$40.9M Buy
920,787
+180,826
+24% +$7.85M 13.1% 2
2022
Q4 		$28.7M Hold
739,961
– – 10.34% 3
2022
Q3 		$28.7M Buy
739,961
+14,492
+2% +$623K 10.33% 3
2022
Q2 		$29.6M Buy
725,469
+18,056
+3% +$800K 10.55% 2
2022
Q1 		$34.7M Buy
707,413
+19,952
+3% +$964K 11.01% 2
2021
Q4 		$35.5M Buy
+687,461
New +$34.6M 11.09% 2

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

Austin Asset Management's DFUS Position: Q2 2026 in Review

Austin Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 0.42% in Q2 2026, buying an estimated $308K and bringing the position to 941,091 shares worth $77.1M. The position accounts for 10.75% of the portfolio, ranked #3.

Austin Asset Management first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Austin Asset Management held 941,091 shares of Dimensional US Equity ETF worth $77.1M as of Q2 2026.
  • Austin Asset Management bought 3,895 Dimensional US Equity ETF shares in Q2 2026, an estimated $308K.
  • Dimensional US Equity ETF made up 10.75% of Austin Asset Management's portfolio in Q2 2026, its #3 holding.
  • Austin Asset Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Austin Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.