CFO
DFUS

Colony Family Offices’s Dimensional US Equity ETF DFUS Stock Holding History

Colony Family Offices’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 		$98.7M Buy
1,204,562
+46,782
+4% +$3.7M 21.69% 1
2026
Q1 		$82.1M Buy
1,157,780
+22,765
+2% +$1.69M 20.25% 1
2025
Q4 		$84.2M Buy
1,135,015
+52,863
+5% +$3.88M 21.02% 1
2025
Q3 		$78.4M Buy
1,082,152
+52,881
+5% +$3.68M 20.3% 1
2025
Q2 		$69M Buy
1,029,271
+68,898
+7% +$4.27M 17.83% 1
2025
Q1 		$58.1M Sell
960,373
-21,954
-2% -$1.4M 18.12% 1
2024
Q4 		$62.6M Buy
982,327
+7,007
+0.7% +$449K 19.67% 1
2024
Q3 		$60.7M Buy
975,320
+14,186
+1% +$849K 18.83% 1
2024
Q2 		$56.6M Buy
961,134
+9,227
+1% +$525K 18.16% 1
2024
Q1 		$54.2M Buy
951,907
+11,199
+1% +$606K 17.55% 1
2023
Q4 		$48.8M Buy
940,708
+2,778
+0.3% +$134K 16.86% 1
2023
Q3 		$43.7M Buy
937,930
+1,139
+0.1% +$55.1K 18.63% 1
2023
Q2 		$45.1M Sell
936,791
-77,319
-8% -$3.52M 19.03% 1
2023
Q1 		$45.1M Sell
1,014,110
-8,170
-0.8% -$355K 17.26% 1
2022
Q4 		$42.5M Sell
1,022,280
-5,144
-0.5% -$215K 17.71% 1
2022
Q3 		$39.9M Buy
1,027,424
+5,445
+0.5% +$234K 17.27% 1
2022
Q2 		$41.6M Buy
1,021,979
+29,645
+3% +$1.31M 18.87% 1
2022
Q1 		$48.6M Sell
992,334
-39,297
-4% -$1.9M 23.34% 1
2021
Q4 		$53.3M Buy
1,031,631
+12,146
+1% +$610K 25.72% 1
2021
Q3 		$48.1M Sell
1,019,485
-45,224
-4% -$2.19M 30.01% 1
2021
Q2 		$50.2M Buy
+1,064,709
New +$49.6M 30.63% 1

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

Colony Family Offices's DFUS Position: Q2 2026 in Review

Colony Family Offices increased its Dimensional US Equity ETF (DFUS) stake by 4% in Q2 2026, buying an estimated $3.7M and bringing the position to 1,204,562 shares worth $98.7M. The position accounts for 21.69% of the portfolio, ranked #1.

Colony Family Offices first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 865 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Colony Family Offices held 1,204,562 shares of Dimensional US Equity ETF worth $98.7M as of Q2 2026.
  • Colony Family Offices bought 46,782 Dimensional US Equity ETF shares in Q2 2026, an estimated $3.7M.
  • Dimensional US Equity ETF made up 21.69% of Colony Family Offices's portfolio in Q2 2026, its #1 holding.
  • Colony Family Offices first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 865 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.