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 Q3	$1.15M	Hold	13,901	–	–	0.11%	63
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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Center for Financial Planning's DFUS Position: Q3 2026 in Review

Center for Financial Planning held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 13,901 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #63.

Center for Financial Planning first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. 795 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Center for Financial Planning held 13,901 shares of Dimensional US Equity ETF worth $1.15M as of Q3 2026.
Center for Financial Planning left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.11% of Center for Financial Planning's portfolio in Q3 2026, its #63 holding.
Center for Financial Planning first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
795 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.