Clearstead Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Clearstead Advisors’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	$6.12M	Sell	74,634 -3,829	-5%	-$303K	0.06%	223
2026 Q1	$5.56M	Sell	78,463 -426	-0.5%	-$31.6K	0.05%	219
2025 Q4	$5.85M	Sell	78,889 -1,576	-2%	-$116K	0.07%	181
2025 Q3	$5.83M	Sell	80,465 -1,980	-2%	-$138K	0.08%	183
2025 Q2	$5.53M	Sell	82,445 -4,524	-5%	-$280K	0.08%	184
2025 Q1	$5.26M	Sell	86,969 -4,004	-4%	-$256K	0.08%	178
2024 Q4	$5.8M	Sell	90,973 -731	-0.8%	-$46.9K	0.09%	167
2024 Q3	$5.7M	Sell	91,704 -1,230	-1%	-$73.6K	0.09%	175
2024 Q2	$5.47M	Buy	+92,934	New	+$5.28M	0.09%	169

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

Clearstead Advisors's DFUS Position: Q2 2026 in Review

Clearstead Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 4.9% in Q2 2026, selling an estimated $303K and leaving 74,634 shares worth $6.12M. The position accounts for 0.06% of the portfolio, ranked #223.

Clearstead Advisors first reported a position in DFUS in Q2 2024 and has held it in 9 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Clearstead Advisors held 74,634 shares of Dimensional US Equity ETF worth $6.12M as of Q2 2026.
Clearstead Advisors sold 3,829 Dimensional US Equity ETF shares in Q2 2026, an estimated $303K.
Dimensional US Equity ETF made up 0.06% of Clearstead Advisors's portfolio in Q2 2026, its #223 holding.
Clearstead Advisors first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 9 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.