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Elios Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Elios Financial Group’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
2025
Q2 		$259K Sell
3,870
-125
-3% -$7.74K 0.12% 111
2025
Q1 		$242K Hold
3,995
– – 0.12% 100
2024
Q4 		$255K Hold
3,995
– – 0.12% 102
2024
Q3 		$248K Buy
+3,995
New +$239K 0.11% 103

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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Elios Financial Group's DFUS Position: Q2 2025 in Review

Elios Financial Group reduced its Dimensional US Equity ETF (DFUS) stake by 3.1% in Q2 2025, selling an estimated $7.74K and leaving 3,870 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #111.

Elios Financial Group first reported a position in DFUS in Q3 2024 and has held it in 4 quarters since. 741 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Elios Financial Group held 3,870 shares of Dimensional US Equity ETF worth $259K as of Q2 2025.
  • Elios Financial Group sold 125 Dimensional US Equity ETF shares in Q2 2025, an estimated $7.74K.
  • Dimensional US Equity ETF made up 0.12% of Elios Financial Group's portfolio in Q2 2025, its #111 holding.
  • Elios Financial Group first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • 741 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.