CA
DFUS

Continuum Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-447
Closed -$27K – 685
2025
Q1 		$27K Hold
447
– – ﹤0.01% 800
2024
Q4 		$28.5K Hold
447
– – ﹤0.01% 772
2024
Q3 		$28.9K Hold
447
– – ﹤0.01% 762
2024
Q2 		$26.3K Hold
447
– – ﹤0.01% 743
2024
Q1 		$25.3K Buy
+447
New +$24.2K ﹤0.01% 739

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Continuum Advisory's DFUS Position: Q2 2025 in Review

Continuum Advisory sold out of Dimensional US Equity ETF (DFUS) in Q2 2025, closing a stake of 447 shares — an estimated $27K sold.

Continuum Advisory first reported a position in DFUS in Q1 2024 and held it in 5 quarters. The position peaked at $28.9K in Q3 2024. 740 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Continuum Advisory reported no remaining Dimensional US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 447 Dimensional US Equity ETF shares in Q2 2025, an estimated $27K.
  • Continuum Advisory first reported a position in Dimensional US Equity ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Dimensional US Equity ETF position peaked at $28.9K in Q3 2024.
  • 740 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.