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

Axxcess 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	$17.5M	Buy	+214,100	New	+$16.9M	0.28%	77
2026 Q1	–	Sell	-194,503	Closed	-$14.4M	–	537
2025 Q4	$14.4M	Buy	194,503 +92,125	+90%	+$6.77M	0.25%	77
2025 Q3	$7.42M	Buy	102,378 +42,163	+70%	+$2.94M	0.16%	116
2025 Q2	$4.04M	Buy	60,215 +40,751	+209%	+$2.52M	0.09%	172
2025 Q1	$1.18M	Buy	+19,464	New	+$1.24M	0.03%	353

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

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

Axxcess Wealth Management opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 214,100 shares worth $17.5M. The stake represents 0.28% of the portfolio and ranks #77 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DFUS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DFUS in Q1 2025 and has held it in 5 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Axxcess Wealth Management held 214,100 shares of Dimensional US Equity ETF worth $17.5M as of Q2 2026.
Dimensional US Equity ETF was a new Axxcess Wealth Management position in Q2 2026.
Dimensional US Equity ETF made up 0.28% of Axxcess Wealth Management's portfolio in Q2 2026, its #77 holding.
Axxcess Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 5 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.