BC
DFUS

Barrett & Company’s Dimensional US Equity ETF DFUS Stock Holding History

Barrett & Company’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 		$43.9K Hold
536
– – 0.01% 332
2026
Q1 		$38K Hold
536
– – 0.01% 322
2025
Q4 		$39.8K Hold
536
– – 0.01% 322
2025
Q3 		$38.8K Hold
536
– – 0.01% 329
2025
Q2 		$35.9K Hold
536
– – 0.01% 346
2025
Q1 		$32.4K Hold
536
– – 0.01% 320
2024
Q4 		$34.2K Sell
536
-2
-0.4% -$128 0.01% 316
2024
Q3 		$33.3K Buy
538
+2
+0.4% +$120 0.01% 312
2024
Q2 		$31.5K Hold
536
– – 0.01% 321
2024
Q1 		$30.5K Hold
536
– – 0.01% 326
2023
Q4 		$27.8K Hold
536
– – 0.02% 310
2023
Q3 		$25K Hold
536
– – 0.01% 314
2023
Q2 		$25.8K Hold
536
– – 0.02% 317
2023
Q1 		$23.8K Hold
536
– – 0.02% 308
2022
Q4 		$22.3K Hold
536
– – 0.01% 299
2022
Q3 		$22.3K Buy
+536
New +$23K 0.01% 299

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

Barrett & Company's DFUS Position: Q2 2026 in Review

Barrett & Company held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 536 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #332.

Barrett & Company first reported a position in DFUS in Q3 2022 and has held it in 16 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Barrett & Company held 536 shares of Dimensional US Equity ETF worth $43.9K as of Q2 2026.
  • Barrett & Company left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #332 holding.
  • Barrett & Company first reported a position in Dimensional US Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.