Elser Financial Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Elser Financial Planning’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	$75.5M	Sell	920,864 -10,167	-1%	-$804K	3.27%	5
2026 Q1	$66M	Buy	931,031 +888,265	+2,077%	+$65.8M	3.21%	5
2025 Q4	$3.17M	Hold	42,766	–	–	2.29%	7
2025 Q3	$3.1M	Hold	42,766	–	–	3.73%	6
2025 Q2	$2.87M	Hold	42,766	–	–	3.57%	9
2025 Q1	$2.59M	Sell	42,766 -960,357	-96%	-$61.4M	3.58%	7
2024 Q4	$63.9M	Buy	1,003,123 +960,357	+2,246%	+$61.6M	3.83%	4
2024 Q3	$2.66M	Sell	42,766 -927,004	-96%	-$55.5M	3.86%	6
2024 Q2	$57.1M	Buy	+969,770	New	+$55.1M	9.53%	3

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

Elser Financial Planning's DFUS Position: Q2 2026 in Review

Elser Financial Planning reduced its Dimensional US Equity ETF (DFUS) stake by 1.1% in Q2 2026, selling an estimated $804K and leaving 920,864 shares worth $75.5M. The position accounts for 3.27% of the portfolio, ranked #5.

Elser Financial Planning first reported a position in DFUS in Q2 2024 and has held it in 9 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Elser Financial Planning held 920,864 shares of Dimensional US Equity ETF worth $75.5M as of Q2 2026.
Elser Financial Planning sold 10,167 Dimensional US Equity ETF shares in Q2 2026, an estimated $804K.
Dimensional US Equity ETF made up 3.27% of Elser Financial Planning's portfolio in Q2 2026, its #5 holding.
Elser Financial Planning first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 9 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.