AC
DFUS

Avestar Capital’s Dimensional US Equity ETF DFUS Stock Holding History

Avestar Capital’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 		$2.45M Sell
29,866
-340
-1% -$26.9K 0.14% 120
2026
Q1 		$2.14M Sell
30,206
-879
-3% -$65.1K 0.14% 117
2025
Q4 		$2.31M Sell
31,085
-1,067
-3% -$78.4K 0.15% 114
2025
Q3 		$2.33M Sell
32,152
-5,756
-15% -$401K 0.15% 113
2025
Q2 		$2.54M Buy
37,908
+760
+2% +$47.1K 0.17% 99
2025
Q1 		$2.25M Sell
37,148
-6,900
-16% -$441K 0.2% 94
2024
Q4 		$2.81M Hold
44,048
– – 0.24% 79
2024
Q3 		$2.74M Sell
44,048
-53
-0.1% -$3.17K 0.28% 66
2024
Q2 		$2.6M Sell
44,101
-3,630
-8% -$206K 0.27% 73
2024
Q1 		$2.72M Sell
47,731
-188,282
-80% -$10.2M 0.29% 65
2023
Q4 		$12.2M Sell
236,013
-51,174
-18% -$2.48M 1.39% 16
2023
Q3 		$13.4M Sell
287,187
-72,924
-20% -$3.53M 1.9% 8
2023
Q2 		$17.3M Buy
360,111
+343,841
+2,113% +$15.6M 2.78% 6
2023
Q1 		$723K Sell
16,270
-2,530
-13% -$110K 0.13% 100
2022
Q4 		$782K Buy
+18,800
New +$786K 0.14% 94

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

Avestar Capital's DFUS Position: Q2 2026 in Review

Avestar Capital reduced its Dimensional US Equity ETF (DFUS) stake by 1.1% in Q2 2026, selling an estimated $26.9K and leaving 29,866 shares worth $2.45M. The position accounts for 0.14% of the portfolio, ranked #120.

Avestar Capital first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.3M in Q2 2023. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Avestar Capital held 29,866 shares of Dimensional US Equity ETF worth $2.45M as of Q2 2026.
  • Avestar Capital sold 340 Dimensional US Equity ETF shares in Q2 2026, an estimated $26.9K.
  • Dimensional US Equity ETF made up 0.14% of Avestar Capital's portfolio in Q2 2026, its #120 holding.
  • Avestar Capital first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Avestar Capital's Dimensional US Equity ETF position peaked at $17.3M in Q2 2023.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.