Boyce & Associates Wealth Consulting’s Dimensional US Equity ETF DFUS Stock Holding History

Boyce & Associates Wealth Consulting’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	$720K	Buy	8,786 +18	+0.2%	+$1.42K	0.5%	42
2026 Q1	$622K	Buy	8,768 +42	+0.5%	+$3.11K	0.47%	44
2025 Q4	$647K	Buy	8,726 +16	+0.2%	+$1.18K	0.54%	36
2025 Q3	$631K	Buy	8,710 +18	+0.2%	+$1.25K	0.52%	36
2025 Q2	$583K	Buy	8,692 +20	+0.2%	+$1.24K	0.53%	39
2025 Q1	$524K	Buy	8,672 +16	+0.2%	+$1.02K	0.52%	36
2024 Q4	$552K	Buy	8,656 +26	+0.3%	+$1.67K	0.56%	36
2024 Q3	$537K	Buy	8,630 +18	+0.2%	+$1.08K	0.56%	35
2024 Q2	$507K	Buy	8,612 +20	+0.2%	+$1.14K	0.6%	34
2024 Q1	$490K	Buy	8,592 +15	+0.2%	+$812	0.63%	28
2023 Q4	$445K	Buy	8,577 +33	+0.4%	+$1.6K	0.65%	27
2023 Q3	$398K	Buy	8,544 +24	+0.3%	+$1.16K	0.66%	27
2023 Q2	$410K	Buy	8,520 +1,254	+17%	+$57K	0.69%	26
2023 Q1	$322K	Buy	7,266 +23	+0.3%	+$999	0.58%	33
2022 Q4	$301K	Sell	7,243 -218	-3%	-$9.11K	0.58%	31
2022 Q3	$290K	Buy	7,461 +29	+0.4%	+$1.25K	0.6%	32
2022 Q2	$303K	Buy	7,432 +26	+0.4%	+$1.15K	0.55%	31
2022 Q1	$363K	Buy	+7,406	New	+$358K	0.54%	36

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

Boyce & Associates Wealth Consulting's DFUS Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its Dimensional US Equity ETF (DFUS) stake by 0.21% in Q2 2026, buying an estimated $1.42K and bringing the position to 8,786 shares worth $720K. The position accounts for 0.5% of the portfolio, ranked #42.

Boyce & Associates Wealth Consulting first reported a position in DFUS in Q1 2022 and has held it in 18 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Boyce & Associates Wealth Consulting held 8,786 shares of Dimensional US Equity ETF worth $720K as of Q2 2026.
Boyce & Associates Wealth Consulting bought 18 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.42K.
Dimensional US Equity ETF made up 0.5% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #42 holding.
Boyce & Associates Wealth Consulting first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 18 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.