Bay Colony Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Bay Colony 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	$485K	Buy	5,924 +13	+0.2%	+$1.03K	0.05%	266
2026 Q1	$419K	Buy	5,911 +663	+13%	+$49.1K	0.05%	299
2025 Q4	$389K	Sell	5,248 -9,880	-65%	-$726K	0.05%	328
2025 Q3	$1.1M	Buy	15,128 +3,204	+27%	+$223K	0.13%	151
2025 Q2	$799K	Buy	11,924 +385	+3%	+$23.8K	0.11%	172
2025 Q1	$694K	Buy	11,539 +685	+6%	+$43.8K	0.11%	189
2024 Q4	$692K	Buy	10,854 +1,094	+11%	+$70.1K	0.1%	197
2024 Q3	$607K	Buy	9,760 +72	+0.7%	+$4.31K	0.09%	213
2024 Q2	$570K	Buy	9,688 +105	+1%	+$5.97K	0.1%	199
2024 Q1	$546K	Buy	9,583 +1,309	+16%	+$70.9K	0.1%	195
2023 Q4	$429K	Buy	8,274 +645	+8%	+$31.2K	0.08%	225
2023 Q3	$355K	Buy	7,629 +1,502	+25%	+$72.6K	0.09%	213
2023 Q2	$295K	Buy	6,127 +111	+2%	+$5.05K	0.07%	239
2023 Q1	$263K	Buy	6,016 +23	+0.4%	+$999	0.07%	258
2022 Q4	$249K	Buy	5,993 +73	+1%	+$3.05K	0.07%	286
2022 Q3	$230K	Buy	5,920 +1,129	+24%	+$48.5K	0.07%	270
2022 Q2	$213K	Buy	4,791 +517	+12%	+$22.9K	0.05%	307
2022 Q1	$210K	Buy	4,274 +33	+0.8%	+$1.59K	0.05%	332
2021 Q4	$219K	Buy	+4,241	New	+$213K	0.06%	331

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

Bay Colony Advisors's DFUS Position: Q2 2026 in Review

Bay Colony Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.22% in Q2 2026, buying an estimated $1.03K and bringing the position to 5,924 shares worth $485K. The position accounts for 0.05% of the portfolio, ranked #266.

Bay Colony Advisors first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q3 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Bay Colony Advisors held 5,924 shares of Dimensional US Equity ETF worth $485K as of Q2 2026.
Bay Colony Advisors bought 13 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.03K.
Dimensional US Equity ETF made up 0.05% of Bay Colony Advisors's portfolio in Q2 2026, its #266 holding.
Bay Colony Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
Bay Colony Advisors's Dimensional US Equity ETF position peaked at $1.1M in Q3 2025.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.