Avantax Planning Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Avantax Planning Partners’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	$1.31M	Hold	15,830	–	–	0.03%	186
2026 Q2	$1.3M	Hold	15,830	–	–	0.03%	182
2026 Q1	$1.12M	Hold	15,830	–	–	0.03%	183
2025 Q4	$1.17M	Hold	15,830	–	–	0.03%	177
2025 Q3	$1.15M	Sell	15,830 -13,076	-45%	-$911K	0.03%	184
2025 Q2	$1.94M	Hold	28,906	–	–	0.06%	137
2025 Q1	$1.75M	Hold	28,906	–	–	0.06%	139
2024 Q4	$1.84M	Hold	28,906	–	–	0.07%	130
2024 Q3	$1.8M	Hold	28,906	–	–	0.06%	133
2024 Q2	$1.7M	Hold	28,906	–	–	0.05%	154
2024 Q1	$1.65M	Buy	28,906 +13,724	+90%	+$743K	0.05%	165
2023 Q4	$787K	Hold	15,182	–	–	0.03%	190
2023 Q3	$707K	Hold	15,182	–	–	0.03%	192
2023 Q2	$731K	Hold	15,182	–	–	0.03%	198
2023 Q1	$675K	Hold	15,182	–	–	0.03%	209
2022 Q4	$632K	Hold	15,182	–	–	0.03%	216
2022 Q3	$589K	Hold	15,182	–	–	0.03%	206
2022 Q2	$619K	Buy	+15,182	New	+$673K	0.03%	198
2022 Q1	–	Sell	-15,182	Closed	-$785K	–	364
2021 Q4	$785K	Hold	15,182	–	–	0.03%	179
2021 Q3	$716K	Hold	15,182	–	–	0.03%	170
2021 Q2	$715K	Buy	+15,182	New	+$708K	0.03%	164

Other funds holding DFUS

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

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

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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Avantax Planning Partners's DFUS Position: Q3 2026 in Review

Avantax Planning Partners held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 15,830 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #186.

Avantax Planning Partners first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.94M in Q2 2025. 500 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Avantax Planning Partners held 15,830 shares of Dimensional US Equity ETF worth $1.31M as of Q3 2026.
Avantax Planning Partners left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.03% of Avantax Planning Partners's portfolio in Q3 2026, its #186 holding.
Avantax Planning Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
Avantax Planning Partners's Dimensional US Equity ETF position peaked at $1.94M in Q2 2025.
500 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Avantax Planning Partners's 13F filing for Q3 2026, filed 3 Nov 2026.