Brogan Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Brogan Financial’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	$786K	Buy	9,596 +24	+0.3%	+$1.9K	0.32%	18
2026 Q1	$679K	Buy	9,572 +23	+0.2%	+$1.7K	0.3%	20
2025 Q4	$708K	Buy	9,549 +20	+0.2%	+$1.47K	0.31%	18
2025 Q3	$690K	Buy	9,529 +24	+0.3%	+$1.67K	0.29%	18
2025 Q2	$637K	Buy	9,505 +25	+0.3%	+$1.55K	0.28%	20
2025 Q1	$573K	Buy	9,480 +22	+0.2%	+$1.41K	0.28%	24
2024 Q4	$603K	Buy	9,458 +33	+0.4%	+$2.12K	0.3%	16
2024 Q3	$586K	Buy	9,425 +24	+0.3%	+$1.44K	0.33%	20
2024 Q2	$553K	Buy	9,401 +26	+0.3%	+$1.48K	0.35%	18
2024 Q1	$534K	Buy	9,375 +19	+0.2%	+$1.03K	0.35%	18
2023 Q4	$485K	Buy	9,356 +42	+0.5%	+$2.03K	0.36%	19
2023 Q3	$434K	Hold	9,314	–	–	0.38%	17
2023 Q2	$449K	Hold	9,314	–	–	0.38%	17
2023 Q1	$414K	Hold	9,314	–	–	0.36%	17
2022 Q4	$388K	Buy	+9,314	New	+$389K	0.35%	19

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

Brogan Financial's DFUS Position: Q2 2026 in Review

Brogan Financial increased its Dimensional US Equity ETF (DFUS) stake by 0.25% in Q2 2026, buying an estimated $1.9K and bringing the position to 9,596 shares worth $786K. The position accounts for 0.32% of the portfolio, ranked #18.

Brogan Financial first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Brogan Financial held 9,596 shares of Dimensional US Equity ETF worth $786K as of Q2 2026.
Brogan Financial bought 24 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.9K.
Dimensional US Equity ETF made up 0.32% of Brogan Financial's portfolio in Q2 2026, its #18 holding.
Brogan Financial first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.