CFS Investment Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

CFS Investment Advisory Services’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	$11.7M	Buy	143,910 +3,391	+2%	+$268K	0.78%	32
2026 Q1	$10.9M	Buy	140,519 +13,466	+11%	+$998K	0.75%	35
2025 Q4	$9.42M	Buy	127,053 +19,231	+18%	+$1.41M	0.69%	36
2025 Q3	$7.94M	Sell	107,822 -608	-0.6%	-$42.4K	0.59%	43
2025 Q2	$7.27M	Buy	108,430 +6,672	+7%	+$413K	0.59%	41
2025 Q1	$6.15M	Buy	101,758 +151	+0.1%	+$9.65K	0.55%	41
2024 Q4	$6.48M	Sell	101,607 -2,831	-3%	-$182K	0.58%	39
2024 Q3	$6.5M	Sell	104,438 -1,477	-1%	-$88.4K	0.55%	38
2024 Q2	$6.23M	Buy	105,915 +531	+0.5%	+$30.2K	0.5%	44
2024 Q1	$6M	Sell	105,384 -4,677	-4%	-$253K	1.01%	19
2023 Q4	$5.7M	Buy	110,061 +2,581	+2%	+$125K	1.03%	18
2023 Q3	$5M	Buy	107,480 +39,369	+58%	+$1.9M	0.8%	26
2023 Q2	$3.28M	Buy	68,111 +9,028	+15%	+$411K	0.42%	42
2023 Q1	$2.63M	Buy	59,083 +21,144	+56%	+$918K	0.48%	37
2022 Q4	$1.58M	Sell	37,939 -5,345	-12%	-$223K	0.36%	42
2022 Q3	$1K	Buy	+43,284	New	+$1.86M	﹤0.01%	179

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFS Investment Advisory Services's DFUS Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Dimensional US Equity ETF (DFUS) stake by 2.4% in Q2 2026, buying an estimated $268K and bringing the position to 143,910 shares worth $11.7M. The position accounts for 0.78% of the portfolio, ranked #32.

CFS Investment Advisory Services first reported a position in DFUS in Q3 2022 and has held it in 16 quarters since. 224 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

CFS Investment Advisory Services held 143,910 shares of Dimensional US Equity ETF worth $11.7M as of Q2 2026.
CFS Investment Advisory Services bought 3,391 Dimensional US Equity ETF shares in Q2 2026, an estimated $268K.
Dimensional US Equity ETF made up 0.78% of CFS Investment Advisory Services's portfolio in Q2 2026, its #32 holding.
CFS Investment Advisory Services first reported a position in Dimensional US Equity ETF in Q3 2022 and has held it in 16 quarters since.
224 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.