Disciplined Equity Management’s Dimensional US Equity ETF DFUS Stock Holding History

Disciplined Equity Management’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	$45.6M	Buy	556,457 +32,670	+6%	+$2.58M	20.19%	2
2026 Q1	$37.1M	Sell	523,787 -2,794	-0.5%	-$207K	18.66%	2
2025 Q4	$39.1M	Buy	526,581 +13,902	+3%	+$1.02M	20.24%	1
2025 Q3	$37.1M	Buy	512,679 +13,003	+3%	+$906K	20.21%	1
2025 Q2	$33.5M	Buy	499,676 +43,305	+9%	+$2.68M	19.66%	1
2025 Q1	$27.6M	Sell	456,371 -11,777	-3%	-$753K	19.2%	2
2024 Q4	$29.8M	Sell	468,148 -19,875	-4%	-$1.27M	19.34%	1
2024 Q3	$30.4M	Sell	488,023 -7,330	-1%	-$439K	19.16%	1
2024 Q2	$29.2M	Buy	495,353 +8,003	+2%	+$455K	19.2%	1
2024 Q1	$27.8M	Buy	487,350 +3,662	+0.8%	+$198K	18.45%	2
2023 Q4	$25.1M	Buy	483,688 +30,422	+7%	+$1.47M	17.2%	1
2023 Q3	$21.1M	Sell	453,266 -5,051	-1%	-$244K	17.64%	1
2023 Q2	$22.1M	Sell	458,317 -151	-0%	-$6.87K	17.98%	1
2023 Q1	$20.4M	Buy	458,468 +20,017	+5%	+$869K	17.25%	1
2022 Q4	$18.2M	Sell	438,451 -6,258	-1%	-$262K	16.14%	2
2022 Q3	$17.3M	Buy	444,709 +11,560	+3%	+$497K	17.03%	2
2022 Q2	$17.7M	Buy	433,149 +20,634	+5%	+$914K	16.02%	2
2022 Q1	$20.2M	Buy	412,515 +8,552	+2%	+$413K	20.26%	1
2021 Q4	$20.9M	Buy	+403,963	New	+$20.3M	20.16%	1

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

Disciplined Equity Management's DFUS Position: Q2 2026 in Review

Disciplined Equity Management increased its Dimensional US Equity ETF (DFUS) stake by 6.2% in Q2 2026, buying an estimated $2.58M and bringing the position to 556,457 shares worth $45.6M. The position accounts for 20.19% of the portfolio, ranked #2.

Disciplined Equity Management first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Disciplined Equity Management held 556,457 shares of Dimensional US Equity ETF worth $45.6M as of Q2 2026.
Disciplined Equity Management bought 32,670 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.58M.
Dimensional US Equity ETF made up 20.19% of Disciplined Equity Management's portfolio in Q2 2026, its #2 holding.
Disciplined Equity Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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