Commonwealth Equity Services’s Dimensional US Equity ETF DFUS Stock Holding History

Commonwealth Equity 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	$130M	Sell	1,591,766 -61,181	-4%	-$4.84M	0.16%	129
2026 Q1	$117M	Buy	1,652,947 +344,117	+26%	+$25.5M	0.16%	117
2025 Q4	$97.1M	Buy	1,308,830 +35,415	+3%	+$2.6M	0.13%	145
2025 Q3	$92.2M	Buy	1,273,415 +46,774	+4%	+$3.26M	0.12%	164
2025 Q2	$82.2M	Buy	1,226,641 +61,680	+5%	+$3.82M	0.11%	190
2025 Q1	$70.5M	Buy	1,164,961 +70,466	+6%	+$4.5M	0.1%	196
2024 Q4	$69.8M	Buy	1,094,495 +18,791	+2%	+$1.2M	0.1%	189
2024 Q3	$66.9M	Sell	1,075,704 -105,136	-9%	-$6.29M	0.1%	194
2024 Q2	$69.5M	Buy	1,180,840 +25,213	+2%	+$1.43M	0.11%	167
2024 Q1	$65.8M	Buy	1,155,627 +114,005	+11%	+$6.17M	0.11%	171
2023 Q4	$54M	Sell	1,041,622 -23,611	-2%	-$1.14M	0.1%	197
2023 Q3	$49.6M	Buy	1,065,233 +45,887	+5%	+$2.22M	0.1%	188
2023 Q2	$49.1M	Buy	1,019,346 +48,636	+5%	+$2.21M	0.1%	195
2023 Q1	$43.1M	Buy	970,710 +547	+0.1%	+$23.8K	0.09%	203
2022 Q4	$40.4M	Buy	970,163 +11,832	+1%	+$495K	0.1%	201
2022 Q3	$37.2M	Sell	958,331 -170,533	-15%	-$7.33M	0.1%	198
2022 Q2	$46M	Buy	1,128,864 +35,027	+3%	+$1.55M	0.12%	170
2022 Q1	$53.6M	Buy	1,093,837 +22,678	+2%	+$1.1M	0.12%	162
2021 Q4	$55.4M	Buy	1,071,159 +92,995	+10%	+$4.67M	0.12%	160
2021 Q3	$46.1M	Buy	978,164 +200,989	+26%	+$9.73M	0.12%	178
2021 Q2	$36.6M	Buy	+777,175	New	+$36.2M	0.09%	212

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

Commonwealth Equity Services's DFUS Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Dimensional US Equity ETF (DFUS) stake by 3.7% in Q2 2026, selling an estimated $4.84M and leaving 1,591,766 shares worth $130M. The position accounts for 0.16% of the portfolio, ranked #129.

Commonwealth Equity Services first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Commonwealth Equity Services held 1,591,766 shares of Dimensional US Equity ETF worth $130M as of Q2 2026.
Commonwealth Equity Services sold 61,181 Dimensional US Equity ETF shares in Q2 2026, an estimated $4.84M.
Dimensional US Equity ETF made up 0.16% of Commonwealth Equity Services's portfolio in Q2 2026, its #129 holding.
Commonwealth Equity Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.