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 Q3	$6.19M	Buy	74,590 +1,403	+2%	+$116K	3.77%	6
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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Avant Financial Advisors's DFUS Position: Q3 2026 in Review

Avant Financial Advisors increased its Dimensional US Equity ETF (DFUS) stake by 1.9% in Q3 2026, buying an estimated $116K and bringing the position to 74,590 shares worth $6.19M. The position accounts for 3.77% of the portfolio, ranked #6.

Avant Financial Advisors first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 795 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Avant Financial Advisors held 74,590 shares of Dimensional US Equity ETF worth $6.19M as of Q3 2026.
Avant Financial Advisors bought 1,403 Dimensional US Equity ETF shares in Q3 2026, an estimated $116K.
Dimensional US Equity ETF made up 3.77% of Avant Financial Advisors's portfolio in Q3 2026, its #6 holding.
Avant Financial Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
795 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Avant Financial Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.