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

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

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. 871 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.
871 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.