BBFA
DFUS

Brindle & Bay Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Brindle & Bay Financial 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 		$245K Buy
2,987
+151
+5% +$11.9K 0.12% 75
2026
Q1 		$201K Hold
2,836
– – 0.12% 66
2025
Q4 		$210K Buy
+2,836
New +$208K 0.14% 68

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

Brindle & Bay Financial Advisors's DFUS Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its Dimensional US Equity ETF (DFUS) stake by 5.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,987 shares worth $245K. The position accounts for 0.12% of the portfolio, ranked #75.

Brindle & Bay Financial Advisors first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 864 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Brindle & Bay Financial Advisors held 2,987 shares of Dimensional US Equity ETF worth $245K as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 151 Dimensional US Equity ETF shares in Q2 2026, an estimated $11.9K.
  • Dimensional US Equity ETF made up 0.12% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Brindle & Bay Financial Advisors first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 864 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.