Babb Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Babb Wealth Advisors’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	$25.8M	Buy	314,557 +11,011	+4%	+$871K	12.42%	4
2026 Q1	$21.5M	Buy	303,546 +11,625	+4%	+$861K	11.77%	4
2025 Q4	$21.7M	Buy	291,921 +21,990	+8%	+$1.62M	12.22%	4
2025 Q3	$19.6M	Buy	269,931 +10,176	+4%	+$709K	12.71%	4
2025 Q2	$17.4M	Buy	259,755 +4,897	+2%	+$303K	12.85%	4
2025 Q1	$15.4M	Buy	254,858 +2,131	+0.8%	+$136K	12.35%	4
2024 Q4	$16.1M	Buy	+252,727	New	+$16.2M	12.98%	4

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

Babb Wealth Advisors's DFUS Position: Q2 2026 in Review

Babb Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 3.6% in Q2 2026, buying an estimated $871K and bringing the position to 314,557 shares worth $25.8M. The position accounts for 12.42% of the portfolio, ranked #4.

Babb Wealth Advisors first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Babb Wealth Advisors held 314,557 shares of Dimensional US Equity ETF worth $25.8M as of Q2 2026.
Babb Wealth Advisors bought 11,011 Dimensional US Equity ETF shares in Q2 2026, an estimated $871K.
Dimensional US Equity ETF made up 12.42% of Babb Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Babb Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Babb Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.