Diversify Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

Diversify Advisory Services’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	$7.42M	Buy	+91,833	New	+$7.26M	0.12%	173
2026 Q1	–	Sell	-61,481	Closed	-$4.64M	–	375
2025 Q4	$4.64M	Buy	61,481 +50,925	+482%	+$3.74M	0.15%	114
2025 Q3	$784K	Buy	10,556 +7	+0.1%	+$488	0.03%	430
2025 Q2	$736K	Sell	10,549 -3,605	-25%	-$223K	0.03%	410
2025 Q1	$849K	Buy	14,154 +4,000	+39%	+$256K	0.05%	247
2024 Q4	$642K	Sell	10,154 -3,222	-24%	-$207K	0.04%	308
2024 Q3	$846K	Buy	13,376 +723	+6%	+$43.3K	0.05%	284
2024 Q2	$759K	Sell	12,653 -3,152	-20%	-$179K	0.04%	296
2024 Q1	$899K	Buy	+15,805	New	+$856K	0.05%	277

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

Diversify Advisory Services's DFUS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 91,833 shares worth $7.42M. The stake represents 0.12% of the portfolio and ranks #173 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DFUS as recently as Q4 2025.

Diversify Advisory Services first reported a position in DFUS in Q1 2024 and has held it in 9 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Diversify Advisory Services held 91,833 shares of Dimensional US Equity ETF worth $7.42M as of Q2 2026.
Dimensional US Equity ETF was a new Diversify Advisory Services position in Q2 2026.
Dimensional US Equity ETF made up 0.12% of Diversify Advisory Services's portfolio in Q2 2026, its #173 holding.
Diversify Advisory Services first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 9 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.