AWE
DFUS

Avidian Wealth Enterprises’s Dimensional US Equity ETF DFUS Stock Holding History

Avidian Wealth Enterprises’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 		$639K Buy
7,793
+3,230
+71% +$255K 0.02% 421
2026
Q1 		$324K Buy
4,563
+439
+11% +$32.5K 0.01% 533
2025
Q4 		$306K Buy
4,124
+1
+0% +$73 0.01% 473
2025
Q3 		$299K Buy
4,123
+1
+0% +$70 0.01% 472
2025
Q2 		$276K Hold
4,122
– – 0.01% 456
2025
Q1 		$249K Buy
4,122
+1
+0% +$64 0.01% 457
2024
Q4 		$263K Buy
+4,121
New +$264K 0.01% 430

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

Avidian Wealth Enterprises's DFUS Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Dimensional US Equity ETF (DFUS) stake by 71% in Q2 2026, buying an estimated $255K and bringing the position to 7,793 shares worth $639K. The position accounts for 0.02% of the portfolio, ranked #421.

Avidian Wealth Enterprises 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.

  • Avidian Wealth Enterprises held 7,793 shares of Dimensional US Equity ETF worth $639K as of Q2 2026.
  • Avidian Wealth Enterprises bought 3,230 Dimensional US Equity ETF shares in Q2 2026, an estimated $255K.
  • Dimensional US Equity ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #421 holding.
  • Avidian Wealth Enterprises 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 Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.