Concurrent Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Concurrent Investment 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	$671K	Buy	8,184 +1,748	+27%	+$138K	0.01%	1232
2026 Q1	$456K	Buy	6,436 +2,412	+60%	+$179K	0.01%	1259
2025 Q4	$298K	Buy	4,024 +1	+0%	+$73	﹤0.01%	1413
2025 Q3	$291K	Hold	4,023	–	–	0.01%	1170
2025 Q2	$270K	Buy	4,023 +388	+11%	+$24K	0.01%	1112
2025 Q1	$220K	Buy	+3,635	New	+$232K	0.01%	1080

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Concurrent Investment Advisors's DFUS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dimensional US Equity ETF (DFUS) stake by 27% in Q2 2026, buying an estimated $138K and bringing the position to 8,184 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #1232.

Concurrent Investment Advisors first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Concurrent Investment Advisors held 8,184 shares of Dimensional US Equity ETF worth $671K as of Q2 2026.
Concurrent Investment Advisors bought 1,748 Dimensional US Equity ETF shares in Q2 2026, an estimated $138K.
Dimensional US Equity ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1232 holding.
Concurrent Investment Advisors first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.