Compass Ion Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Compass Ion 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	$788K	Buy	9,620 +10	+0.1%	+$791	0.07%	144
2026 Q1	$681K	Buy	9,610 +10	+0.1%	+$741	0.06%	147
2025 Q4	$712K	Sell	9,600 -4,483	-32%	-$329K	0.07%	142
2025 Q3	$1.02M	Buy	14,083 +1,345	+11%	+$93.7K	0.1%	111
2025 Q2	$854K	Buy	12,738 +35	+0.3%	+$2.17K	0.09%	117
2025 Q1	$768K	Buy	+12,703	New	+$812K	0.09%	124

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

Compass Ion Advisors's DFUS Position: Q2 2026 in Review

Compass Ion Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.1% in Q2 2026, buying an estimated $791 and bringing the position to 9,620 shares worth $788K. The position accounts for 0.07% of the portfolio, ranked #144.

Compass Ion Advisors first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Compass Ion Advisors held 9,620 shares of Dimensional US Equity ETF worth $788K as of Q2 2026.
Compass Ion Advisors bought 10 Dimensional US Equity ETF shares in Q2 2026, an estimated $791.
Dimensional US Equity ETF made up 0.07% of Compass Ion Advisors's portfolio in Q2 2026, its #144 holding.
Compass Ion Advisors first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
Compass Ion Advisors's Dimensional US Equity ETF position peaked at $1.02M in Q3 2025.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.