Blue Trust Inc’s Dimensional US Equity ETF DFUS Stock Holding History

Blue Trust Inc’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	–	Sell	-1,913	Closed	-$136K	–	2504
2026 Q1	$136K	Buy	1,913 +41	+2%	+$3.04K	﹤0.01%	898
2025 Q4	$139K	Buy	1,872 +91	+5%	+$6.69K	﹤0.01%	913
2025 Q3	$129K	Buy	1,781 +193	+12%	+$13.4K	﹤0.01%	966
2025 Q2	$106K	Sell	1,588 -2,224	-58%	-$138K	﹤0.01%	1023
2025 Q1	$231K	Buy	3,812 +759	+25%	+$48.5K	﹤0.01%	651
2024 Q4	$195K	Buy	3,053 +780	+34%	+$50K	﹤0.01%	670
2024 Q3	$134K	Hold	2,273	–	–	﹤0.01%	1067
2024 Q2	$130K	Hold	2,273	–	–	﹤0.01%	863
2024 Q1	$130K	Hold	2,273	–	–	﹤0.01%	639
2023 Q4	$106K	Sell	2,273 -941	-29%	-$45.5K	﹤0.01%	658
2023 Q3	$155K	Hold	3,214	–	–	﹤0.01%	498
2023 Q2	$143K	Buy	+3,214	New	+$146K	﹤0.01%	427

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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Blue Trust Inc's DFUS Position: Q2 2026 in Review

Blue Trust Inc sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 1,913 shares — an estimated $136K sold.

Blue Trust Inc first reported a position in DFUS in Q2 2023 and held it in 12 quarters. The position peaked at $231K in Q1 2025. 879 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Blue Trust Inc reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
Blue Trust Inc sold 1,913 Dimensional US Equity ETF shares in Q2 2026, an estimated $136K.
Blue Trust Inc first reported a position in Dimensional US Equity ETF in Q2 2023 and held it in 12 quarters.
Blue Trust Inc's Dimensional US Equity ETF position peaked at $231K in Q1 2025.
879 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.