Avondale Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Avondale Wealth Management’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	$656K	Sell	8,001 -1,935	-19%	-$153K	0.27%	36
2026 Q1	$705K	Buy	9,936 +135	+1%	+$10K	0.35%	38
2025 Q4	$727K	Buy	9,801 +931	+10%	+$68.4K	0.37%	29
2025 Q3	$643K	Buy	8,870 +175	+2%	+$12.2K	0.34%	31
2025 Q2	$583K	Buy	8,695 +5,660	+186%	+$350K	0.33%	32
2025 Q1	$184K	Buy	+3,035	New	+$194K	0.12%	51

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Avondale Wealth Management's DFUS Position: Q2 2026 in Review

Avondale Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 19% in Q2 2026, selling an estimated $153K and leaving 8,001 shares worth $656K. The position accounts for 0.27% of the portfolio, ranked #36.

Avondale Wealth Management first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $727K in Q4 2025. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Avondale Wealth Management held 8,001 shares of Dimensional US Equity ETF worth $656K as of Q2 2026.
Avondale Wealth Management sold 1,935 Dimensional US Equity ETF shares in Q2 2026, an estimated $153K.
Dimensional US Equity ETF made up 0.27% of Avondale Wealth Management's portfolio in Q2 2026, its #36 holding.
Avondale Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
Avondale Wealth Management's Dimensional US Equity ETF position peaked at $727K in Q4 2025.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.