BPA
DFUS

Beacon Pointe Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Beacon Pointe 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 		$64M Buy
781,601
+58,276
+8% +$4.61M 0.3% 71
2026
Q1 		$51.3M Buy
723,325
+86,169
+14% +$6.39M 0.27% 84
2025
Q4 		$47.3M Buy
637,156
+153,294
+32% +$11.3M 0.33% 67
2025
Q3 		$35.1M Buy
483,862
+129,592
+37% +$9.03M 0.3% 71
2025
Q2 		$23.7M Buy
354,270
+4,524
+1% +$280K 0.25% 91
2025
Q1 		$21.2M Buy
349,746
+29,880
+9% +$1.91M 0.24% 98
2024
Q4 		$20.4M Sell
319,866
-20,589
-6% -$1.32M 0.23% 104
2024
Q3 		$21.2M Buy
340,455
+2,067
+0.6% +$124K 0.24% 99
2024
Q2 		$19.9M Sell
338,388
-6,539
-2% -$372K 0.24% 98
2024
Q1 		$19.7M Buy
344,927
+5,732
+2% +$310K 0.22% 110
2023
Q4 		$17.6M Buy
339,195
+31,864
+10% +$1.54M 0.21% 114
2023
Q3 		$14.3M Buy
307,331
+29,084
+10% +$1.41M 0.18% 125
2023
Q2 		$13.4M Sell
278,247
-31,712
-10% -$1.44M 0.22% 105
2023
Q1 		$13.8M Sell
309,959
-22,948
-7% -$997K 0.23% 102
2022
Q4 		$13.9M Buy
332,907
+6,706
+2% +$280K 0.27% 94
2022
Q3 		$12.7M Sell
326,201
-8,837
-3% -$380K 0.28% 85
2022
Q2 		$13.6M Sell
335,038
-29,304
-8% -$1.3M 0.29% 83
2022
Q1 		$17.9M Buy
364,342
+154,549
+74% +$7.47M 0.24% 98
2021
Q4 		$10.8M Sell
209,793
-4,144
-2% -$208K 0.28% 88
2021
Q3 		$10.1M Buy
213,937
+176,902
+478% +$8.56M 0.25% 101
2021
Q2 		$1.75M Buy
+37,035
New +$1.73M 0.06% 242

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

Beacon Pointe Advisors's DFUS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Dimensional US Equity ETF (DFUS) stake by 8.1% in Q2 2026, buying an estimated $4.61M and bringing the position to 781,601 shares worth $64M. The position accounts for 0.3% of the portfolio, ranked #71.

Beacon Pointe Advisors first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Beacon Pointe Advisors held 781,601 shares of Dimensional US Equity ETF worth $64M as of Q2 2026.
  • Beacon Pointe Advisors bought 58,276 Dimensional US Equity ETF shares in Q2 2026, an estimated $4.61M.
  • Dimensional US Equity ETF made up 0.3% of Beacon Pointe Advisors's portfolio in Q2 2026, its #71 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.