Ballentine Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Ballentine Partners’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	$4.14M	Sell	50,530 -2,589	-5%	-$205K	0.05%	126
2026 Q1	$3.77M	Sell	53,119 -1,551	-3%	-$115K	0.05%	120
2025 Q4	$4.05M	Hold	54,670	–	–	0.06%	115
2025 Q3	$3.96M	Hold	54,670	–	–	0.06%	110
2025 Q2	$3.66M	Hold	54,670	–	–	0.06%	116
2025 Q1	$3.31M	Hold	54,670	–	–	0.06%	118
2024 Q4	$3.49M	Hold	54,670	–	–	0.06%	110
2024 Q3	$3.4M	Hold	54,670	–	–	0.06%	115
2024 Q2	$3.22M	Hold	54,670	–	–	0.06%	113
2024 Q1	$3.12M	Hold	54,670	–	–	0.06%	108
2023 Q4	$2.83M	Hold	54,670	–	–	0.06%	115
2023 Q3	$2.54M	Hold	54,670	–	–	0.06%	101
2023 Q2	$2.63M	Hold	54,670	–	–	0.06%	102
2023 Q1	$2.43M	Hold	54,670	–	–	0.06%	109
2022 Q4	$2.27M	Hold	54,670	–	–	0.07%	105
2022 Q3	$2.12M	Hold	54,670	–	–	0.07%	92
2022 Q2	$2.23M	Hold	54,670	–	–	0.08%	94
2022 Q1	$2.68M	Hold	54,670	–	–	0.08%	88
2021 Q4	$2.83M	Hold	54,670	–	–	0.08%	87
2021 Q3	$2.58M	Hold	54,670	–	–	0.09%	83
2021 Q2	$2.58M	Buy	+54,670	New	+$2.55M	0.09%	77

Other funds holding DFUS

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Ballentine Partners's DFUS Position: Q2 2026 in Review

Ballentine Partners reduced its Dimensional US Equity ETF (DFUS) stake by 4.9% in Q2 2026, selling an estimated $205K and leaving 50,530 shares worth $4.14M. The position accounts for 0.05% of the portfolio, ranked #126.

Ballentine Partners first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 170 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Ballentine Partners held 50,530 shares of Dimensional US Equity ETF worth $4.14M as of Q2 2026.
Ballentine Partners sold 2,589 Dimensional US Equity ETF shares in Q2 2026, an estimated $205K.
Dimensional US Equity ETF made up 0.05% of Ballentine Partners's portfolio in Q2 2026, its #126 holding.
Ballentine Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
170 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.