EFP
DFUS

EnRich Financial Partners’s Dimensional US Equity ETF DFUS Stock Holding History

EnRich Financial Partners’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 		$7.88M Sell
96,228
-681
-0.7% -$53.9K 1.87% 16
2026
Q1 		$6.87M Sell
96,909
-171
-0.2% -$12.7K 1.82% 16
2025
Q4 		$7.2M Sell
97,080
-367
-0.4% -$27K 1.96% 15
2025
Q3 		$7.06M Sell
97,447
-426
-0.4% -$29.7K 2.01% 15
2025
Q2 		$6.56M Buy
97,873
+7,764
+9% +$481K 2.01% 15
2025
Q1 		$5.45M Sell
90,109
-1,836
-2% -$117K 1.83% 16
2024
Q4 		$5.86M Sell
91,945
-909
-1% -$58.3K 1.95% 15
2024
Q3 		$5.78M Sell
92,854
-95
-0.1% -$5.69K 1.93% 16
2024
Q2 		$5.47M Sell
92,949
-157
-0.2% -$8.93K 2.01% 16
2024
Q1 		$5.31M Sell
93,106
-168
-0.2% -$9.1K 1.99% 16
2023
Q4 		$4.83M Buy
+93,274
New +$4.51M 2.02% 16

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

EnRich Financial Partners's DFUS Position: Q2 2026 in Review

EnRich Financial Partners reduced its Dimensional US Equity ETF (DFUS) stake by 0.7% in Q2 2026, selling an estimated $53.9K and leaving 96,228 shares worth $7.88M. The position accounts for 1.87% of the portfolio, ranked #16.

EnRich Financial Partners first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 864 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • EnRich Financial Partners held 96,228 shares of Dimensional US Equity ETF worth $7.88M as of Q2 2026.
  • EnRich Financial Partners sold 681 Dimensional US Equity ETF shares in Q2 2026, an estimated $53.9K.
  • Dimensional US Equity ETF made up 1.87% of EnRich Financial Partners's portfolio in Q2 2026, its #16 holding.
  • EnRich Financial Partners first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 864 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.