CarsonAllaria Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

CarsonAllaria Wealth Management’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	$23.2M	Buy	283,672 +2,583	+0.9%	+$204K	10.07%	3
2026 Q1	$19.9M	Sell	281,089 -11,070	-4%	-$820K	9.85%	3
2025 Q4	$21.7M	Buy	292,159 +2,156	+0.7%	+$158K	10.75%	3
2025 Q3	$21M	Buy	290,003 +2,062	+0.7%	+$144K	10.92%	3
2025 Q2	$19.3M	Buy	287,941 +21,894	+8%	+$1.36M	10.35%	3
2025 Q1	$16.1M	Buy	266,047 +1,225	+0.5%	+$78.3K	9.32%	3
2024 Q4	$16.9M	Buy	264,822 +4,693	+2%	+$301K	9.66%	3
2024 Q3	$16.2M	Sell	260,129 -3,523	-1%	-$211K	9.28%	3
2024 Q2	$15.5M	Buy	263,652 +7,359	+3%	+$418K	9.49%	3
2024 Q1	$14.6M	Sell	256,293 -674	-0.3%	-$36.5K	9.18%	3
2023 Q4	$13.3M	Buy	256,967 +10,790	+4%	+$522K	9.55%	2
2023 Q3	$11.5M	Buy	246,177 +9,641	+4%	+$466K	9.31%	2
2023 Q2	$11.4M	Buy	236,536 +17,543	+8%	+$798K	8.97%	2
2023 Q1	$9.73M	Buy	218,993 +5,869	+3%	+$255K	8.2%	2
2022 Q4	$8.87M	Buy	213,124 +29,029	+16%	+$1.21M	7.76%	2
2022 Q3	$7.15M	Buy	184,095 +9,788	+6%	+$421K	6.64%	4
2022 Q2	$7.1M	Buy	174,307 +3,989	+2%	+$177K	6.63%	3
2022 Q1	$8.35M	Buy	170,318 +20,420	+14%	+$987K	7.47%	3
2021 Q4	$7.75M	Buy	+149,898	New	+$7.53M	6.85%	3

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

CarsonAllaria Wealth Management's DFUS Position: Q2 2026 in Review

CarsonAllaria Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.92% in Q2 2026, buying an estimated $204K and bringing the position to 283,672 shares worth $23.2M. The position accounts for 10.07% of the portfolio, ranked #3.

CarsonAllaria Wealth Management first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

CarsonAllaria Wealth Management held 283,672 shares of Dimensional US Equity ETF worth $23.2M as of Q2 2026.
CarsonAllaria Wealth Management bought 2,583 Dimensional US Equity ETF shares in Q2 2026, an estimated $204K.
Dimensional US Equity ETF made up 10.07% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #3 holding.
CarsonAllaria Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.