Center for Financial Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Center for Financial Planning’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	$1.14M	Buy	13,901 +1,718	+14%	+$136K	0.11%	67
2026 Q1	$864K	Hold	12,183	–	–	0.09%	74
2025 Q4	$904K	Hold	12,183	–	–	0.09%	70
2025 Q3	$883K	Hold	12,183	–	–	0.09%	71
2025 Q2	$817K	Hold	12,183	–	–	0.09%	77
2025 Q1	$737K	Hold	12,183	–	–	0.09%	73
2024 Q4	$777K	Hold	12,183	–	–	0.1%	67
2024 Q3	$758K	Hold	12,183	–	–	0.1%	68
2024 Q2	$717K	Hold	12,183	–	–	0.1%	66
2024 Q1	$694K	Hold	12,183	–	–	0.1%	69
2023 Q4	$631K	Hold	12,183	–	–	0.12%	71
2023 Q3	$567K	Hold	12,183	–	–	0.12%	71
2023 Q2	$587K	Hold	12,183	–	–	0.12%	71
2023 Q1	$541K	Hold	12,183	–	–	0.12%	72
2022 Q4	$507K	Hold	12,183	–	–	0.12%	76
2022 Q3	$473K	Hold	12,183	–	–	0.13%	76
2022 Q2	$496K	Hold	12,183	–	–	0.13%	76
2022 Q1	$597K	Hold	12,183	–	–	0.12%	75
2021 Q4	$630K	Hold	12,183	–	–	0.13%	72
2021 Q3	$575K	Hold	12,183	–	–	0.14%	71
2021 Q2	$574K	Buy	+12,183	New	+$568K	0.14%	75

Other funds holding DFUS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Center for Financial Planning's DFUS Position: Q2 2026 in Review

Center for Financial Planning increased its Dimensional US Equity ETF (DFUS) stake by 14% in Q2 2026, buying an estimated $136K and bringing the position to 13,901 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #67.

Center for Financial Planning first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 309 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Center for Financial Planning held 13,901 shares of Dimensional US Equity ETF worth $1.14M as of Q2 2026.
Center for Financial Planning bought 1,718 Dimensional US Equity ETF shares in Q2 2026, an estimated $136K.
Dimensional US Equity ETF made up 0.11% of Center for Financial Planning's portfolio in Q2 2026, its #67 holding.
Center for Financial Planning first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
309 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.