AAS
DFUS

Avantax Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$5.03M Sell
75,052
-1,739
-2% -$108K 0.03% 447
2025
Q1 		$4.64M Buy
76,791
+6,972
+10% +$446K 0.03% 435
2024
Q4 		$4.45M Buy
69,819
+3,915
+6% +$251K 0.03% 439
2024
Q3 		$4.1M Buy
65,904
+1,863
+3% +$112K 0.03% 447
2024
Q2 		$3.77M Buy
64,041
+25,521
+66% +$1.45M 0.03% 453
2024
Q1 		$2.19M Buy
38,520
+8,893
+30% +$481K 0.02% 519
2023
Q4 		$1.54M Buy
29,627
+4,855
+20% +$235K 0.02% 585
2023
Q3 		$1.15M Sell
24,772
-2,346
-9% -$113K 0.01% 625
2023
Q2 		$1.31M Buy
27,118
+2,021
+8% +$91.9K 0.01% 587
2023
Q1 		$1.12M Sell
25,097
-1,400
-5% -$60.8K 0.01% 633
2022
Q4 		$1.1M Sell
26,497
-3,498
-12% -$146K 0.01% 611
2022
Q3 		$1.16M Buy
29,995
+2,415
+9% +$104K 0.02% 515
2022
Q2 		$1.12M Buy
27,580
+6,274
+29% +$278K 0.02% 512
2022
Q1 		$1.04M Buy
21,306
+509
+2% +$24.6K 0.01% 532
2021
Q4 		$1.07M Buy
20,797
+7,290
+54% +$366K 0.02% 521
2021
Q3 		$636K Sell
13,507
-192
-1% -$9.29K 0.01% 628
2021
Q2 		$646K Buy
+13,699
New +$639K 0.01% 606

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Avantax Advisory Services's DFUS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Dimensional US Equity ETF (DFUS) stake by 2.3% in Q2 2025, selling an estimated $108K and leaving 75,052 shares worth $5.03M. The position accounts for 0.03% of the portfolio, ranked #447.

Avantax Advisory Services first reported a position in DFUS in Q2 2021 and has held it in 17 quarters since. 741 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Avantax Advisory Services held 75,052 shares of Dimensional US Equity ETF worth $5.03M as of Q2 2025.
  • Avantax Advisory Services sold 1,739 Dimensional US Equity ETF shares in Q2 2025, an estimated $108K.
  • Dimensional US Equity ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #447 holding.
  • Avantax Advisory Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 17 quarters since.
  • 741 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.