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Eldridge Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Eldridge Investment 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 		$1.27M Buy
15,478
+7
+0% +$554 0.25% 64
2026
Q1 		$1.1M Buy
15,471
+7
+0% +$519 0.24% 64
2025
Q4 		$1.15M Hold
15,464
– – 0.25% 67
2025
Q3 		$1.12M Sell
15,464
-1,451
-9% -$101K 0.26% 69
2025
Q2 		$1.13M Hold
16,915
– – 0.24% 69
2025
Q1 		$1.02M Hold
16,915
– – 0.24% 77
2024
Q4 		$1.08M Sell
16,915
-4,600
-21% -$295K 0.25% 76
2024
Q3 		$1.34M Hold
21,515
– – 0.31% 63
2024
Q2 		$1.27M Hold
21,515
– – 0.32% 67
2024
Q1 		$1.23M Hold
21,515
– – 0.31% 68
2023
Q4 		$1.11M Hold
21,515
– – 0.29% 73
2023
Q3 		$1M Hold
21,515
– – 0.33% 61
2023
Q2 		$1.04M Buy
21,515
+300
+1% +$13.6K 0.34% 59
2023
Q1 		$943K Hold
21,215
– – 0.33% 60
2022
Q4 		$883K Sell
21,215
-153
-0.7% -$6.4K 0.31% 59
2022
Q3 		$830K Hold
21,368
– – 0.32% 52
2022
Q2 		$871K Hold
21,368
– – 0.33% 52
2022
Q1 		$1.05M Sell
21,368
-758
-3% -$36.6K 0.35% 49
2021
Q4 		$1.14M Buy
22,126
+200
+0.9% +$10.1K 0.38% 45
2021
Q3 		$1.03M Buy
21,926
+1
+0% +$48 0.37% 43
2021
Q2 		$1.03M Buy
+21,925
New +$1.02M 0.37% 44

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

Eldridge Investment Advisors's DFUS Position: Q2 2026 in Review

Eldridge Investment Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.05% in Q2 2026, buying an estimated $554 and bringing the position to 15,478 shares worth $1.27M. The position accounts for 0.25% of the portfolio, ranked #64.

Eldridge Investment Advisors first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.34M in Q3 2024. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Eldridge Investment Advisors held 15,478 shares of Dimensional US Equity ETF worth $1.27M as of Q2 2026.
  • Eldridge Investment Advisors bought 7 Dimensional US Equity ETF shares in Q2 2026, an estimated $554.
  • Dimensional US Equity ETF made up 0.25% of Eldridge Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Eldridge Investment Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • Eldridge Investment Advisors's Dimensional US Equity ETF position peaked at $1.34M in Q3 2024.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.