DAS
DFUS

Dynamic Advisor Solutions’s Dimensional US Equity ETF DFUS Stock Holding History

Dynamic Advisor Solutions’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 		$46.4M Sell
566,467
-8,736
-2% -$691K 1.32% 7
2026
Q1 		$40.8M Buy
575,203
+19,845
+4% +$1.47M 1.29% 6
2025
Q4 		$41.2M Sell
555,358
-79,829
-13% -$5.86M 1.32% 7
2025
Q3 		$46M Sell
635,187
-1,935
-0.3% -$135K 1.34% 6
2025
Q2 		$42.7M Sell
637,122
-18,090
-3% -$1.12M 1.32% 8
2025
Q1 		$39.6M Buy
655,212
+2,532
+0.4% +$162K 1.31% 7
2024
Q4 		$41.6M Buy
652,680
+2,559
+0.4% +$164K 1.8% 7
2024
Q3 		$40.4M Sell
650,121
-2,672
-0.4% -$160K 1.21% 9
2024
Q2 		$38.4M Buy
652,793
+219,377
+51% +$12.5M 1.21% 9
2024
Q1 		$24.7M Buy
433,416
+26,523
+7% +$1.44M 0.83% 14
2023
Q4 		$20.7M Buy
406,893
+43,992
+12% +$2.13M 0.77% 17
2023
Q3 		$16.9M Buy
362,901
+122,255
+51% +$5.91M 0.8% 18
2023
Q2 		$11.6M Buy
240,646
+48,369
+25% +$2.2M 0.6% 29
2023
Q1 		$8.54M Buy
192,277
+69,051
+56% +$3M 0.5% 40
2022
Q4 		$5.13M Buy
123,226
+12,876
+12% +$538K 0.35% 72
2022
Q3 		$4.28M Buy
110,350
+5,264
+5% +$226K 0.33% 67
2022
Q2 		$4.28M Buy
+105,086
New +$4.66M 0.33% 70
2022
Q1 		– Sell
-94,030
Closed -$4.86M – 741
2021
Q4 		$4.86M Sell
94,030
-9,730
-9% -$489K 0.35% 67
2021
Q3 		$4.89M Buy
103,760
+14,655
+16% +$709K 0.37% 63
2021
Q2 		$4.2M Buy
+89,105
New +$4.15M 0.33% 69

Other funds holding DFUS

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return