Dixon Fnancial Services’s Dimensional US Equity ETF DFUS Stock Holding History

Dixon Fnancial 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	$35.2M	Sell	429,043 -2,128	-0.5%	-$168K	14.24%	4
2026 Q1	$30.6M	Sell	431,171 -2,653	-0.6%	-$197K	13.73%	4
2025 Q4	$32.2M	Sell	433,824 -573	-0.1%	-$42.1K	14.27%	4
2025 Q3	$31.5M	Sell	434,397 -7,328	-2%	-$511K	14.33%	4
2025 Q2	$29.6M	Sell	441,725 -2,378	-0.5%	-$147K	14.95%	4
2025 Q1	$26.9M	Sell	444,103 -8,756	-2%	-$560K	14.52%	4
2024 Q4	$28.9M	Sell	452,859 -18,863	-4%	-$1.21M	15.68%	4
2024 Q3	$29.3M	Sell	471,722 -4,129	-0.9%	-$247K	15.58%	4
2024 Q2	$28M	Sell	475,851 -3,483	-0.7%	-$198K	15.7%	4
2024 Q1	$27.3M	Sell	479,334 -2,693	-0.6%	-$146K	15.12%	4
2023 Q4	$25M	Sell	482,027 -1,171	-0.2%	-$56.7K	15.37%	4
2023 Q3	$22.5M	Sell	483,198 -9,618	-2%	-$465K	15.18%	4
2023 Q2	$23.7M	Sell	492,816 -3,826	-0.8%	-$174K	15.42%	4
2023 Q1	$22.1M	Sell	496,642 -40	-0%	-$1.74K	14.98%	4
2022 Q4	$20.7M	Sell	496,682 -250	-0.1%	-$10.5K	14.6%	4
2022 Q3	$19.3M	Sell	496,932 -847	-0.2%	-$36.4K	15.17%	4
2022 Q2	$20.3M	Sell	497,779 -1,590	-0.3%	-$70.5K	14.79%	4
2022 Q1	$24.5M	Sell	499,369 -3,535	-0.7%	-$171K	18.63%	3
2021 Q4	$26M	Buy	+502,904	New	+$25.3M	18.96%	3

Other funds holding DFUS

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWWM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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

Dixon Fnancial Services's DFUS Position: Q2 2026 in Review

Dixon Fnancial Services reduced its Dimensional US Equity ETF (DFUS) stake by 0.49% in Q2 2026, selling an estimated $168K and leaving 429,043 shares worth $35.2M. The position accounts for 14.24% of the portfolio, ranked #4.

Dixon Fnancial Services first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 590 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Dixon Fnancial Services held 429,043 shares of Dimensional US Equity ETF worth $35.2M as of Q2 2026.
Dixon Fnancial Services sold 2,128 Dimensional US Equity ETF shares in Q2 2026, an estimated $168K.
Dimensional US Equity ETF made up 14.24% of Dixon Fnancial Services's portfolio in Q2 2026, its #4 holding.
Dixon Fnancial Services first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
590 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.