AFA
DFUS

Avant Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Avant Financial Advisors’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 		$6M Buy
73,187
+3,202
+5% +$253K 3.74% 7
2026
Q1 		$4.96M Buy
69,985
+558
+0.8% +$41.3K 3.49% 8
2025
Q4 		$5.15M Sell
69,427
-1,279
-2% -$94K 3.7% 7
2025
Q3 		$5.12M Sell
70,706
-127
-0.2% -$8.85K 3.86% 7
2025
Q2 		$4.75M Buy
70,833
+2,288
+3% +$142K 3.91% 6
2025
Q1 		$4.15M Buy
68,545
+709
+1% +$45.3K 3.76% 6
2024
Q4 		$4.32M Buy
+67,836
New +$4.35M 3.97% 5

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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Avant Financial Advisors's DFUS Position: Q2 2026 in Review

Avant Financial Advisors increased its Dimensional US Equity ETF (DFUS) stake by 4.6% in Q2 2026, buying an estimated $253K and bringing the position to 73,187 shares worth $6M. The position accounts for 3.74% of the portfolio, ranked #7.

Avant Financial Advisors first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Avant Financial Advisors held 73,187 shares of Dimensional US Equity ETF worth $6M as of Q2 2026.
  • Avant Financial Advisors bought 3,202 Dimensional US Equity ETF shares in Q2 2026, an estimated $253K.
  • Dimensional US Equity ETF made up 3.74% of Avant Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Avant Financial Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 297 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.