DHJJ Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

DHJJ Financial 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	$130K	Buy	1,586 +4	+0.3%	+$316	0.04%	276
2026 Q1	$112K	Buy	1,582 +4	+0.3%	+$296	0.04%	271
2025 Q4	$117K	Buy	1,578 +1,552	+5,969%	+$114K	0.04%	253
2025 Q3	$1.88K	Hold	26	–	–	﹤0.01%	693
2025 Q2	$1.74K	Hold	26	–	–	﹤0.01%	690
2025 Q1	$1.57K	Hold	26	–	–	﹤0.01%	654
2024 Q4	$1.66K	Hold	26	–	–	﹤0.01%	621
2024 Q3	$1.62K	Hold	26	–	–	﹤0.01%	608
2024 Q2	$1.53K	Buy	26 +16	+160%	+$910	﹤0.01%	568
2024 Q1	$570	Hold	10	–	–	﹤0.01%	629
2023 Q4	$519	Hold	10	–	–	﹤0.01%	621
2023 Q3	$466	Buy	+10	New	+$484	﹤0.01%	625

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

DHJJ Financial Advisors's DFUS Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.25% in Q2 2026, buying an estimated $316 and bringing the position to 1,586 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #276.

DHJJ Financial Advisors first reported a position in DFUS in Q3 2023 and has held it in 12 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

DHJJ Financial Advisors held 1,586 shares of Dimensional US Equity ETF worth $130K as of Q2 2026.
DHJJ Financial Advisors bought 4 Dimensional US Equity ETF shares in Q2 2026, an estimated $316.
Dimensional US Equity ETF made up 0.04% of DHJJ Financial Advisors's portfolio in Q2 2026, its #276 holding.
DHJJ Financial Advisors first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 12 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.