Client 1st Advisory Group’s Dimensional US Equity ETF DFUS Stock Holding History

Client 1st Advisory Group’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	$285K	Hold	3,476	–	–	0.07%	115
2026 Q1	$246K	Hold	3,476	–	–	0.07%	124
2025 Q4	$258K	Hold	3,476	–	–	0.08%	121
2025 Q3	$252K	Hold	3,476	–	–	0.08%	116
2025 Q2	$233K	Hold	3,476	–	–	0.08%	116
2025 Q1	$210K	Sell	3,476 -3,475	-50%	-$222K	0.08%	125
2024 Q4	$443K	Hold	6,951	–	–	0.17%	69
2024 Q3	$432K	Buy	+6,951	New	+$416K	0.17%	71

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

Client 1st Advisory Group's DFUS Position: Q2 2026 in Review

Client 1st Advisory Group held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 3,476 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #115.

Client 1st Advisory Group first reported a position in DFUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $443K in Q4 2024. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Client 1st Advisory Group held 3,476 shares of Dimensional US Equity ETF worth $285K as of Q2 2026.
Client 1st Advisory Group left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.07% of Client 1st Advisory Group's portfolio in Q2 2026, its #115 holding.
Client 1st Advisory Group first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 8 quarters since.
Client 1st Advisory Group's Dimensional US Equity ETF position peaked at $443K in Q4 2024.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.