BTI
DFUS

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
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

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. 871 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.
  • 871 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.