EFP
DFUS

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

Envision 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 		$12.6M Sell
153,699
-129
-0.1% -$10.2K 4.1% 11
2026
Q1 		$10.9M Buy
153,828
+1,339
+0.9% +$99.2K 3.95% 11
2025
Q4 		$11.3M Sell
152,489
-4,807
-3% -$353K 4.28% 11
2025
Q3 		$11.4M Buy
157,296
+1,656
+1% +$115K 4.83% 10
2025
Q2 		$10.4M Sell
155,640
-1,494
-1% -$92.5K 4.88% 10
2025
Q1 		$9.5M Sell
157,134
-7,680
-5% -$491K 4.84% 10
2024
Q4 		$10.5M Sell
164,814
-559
-0.3% -$35.8K 5.43% 9
2024
Q3 		$10.3M Sell
165,373
-510
-0.3% -$30.5K 5.42% 9
2024
Q2 		$9.76M Sell
165,883
-2,648
-2% -$151K 7.46% 6
2024
Q1 		$9.6M Sell
168,531
-945
-0.6% -$51.2K 7.75% 6
2023
Q4 		$8.78M Sell
169,476
-3,361
-2% -$163K 7.69% 5
2023
Q3 		$8.05M Buy
+172,837
New +$8.36M 7.97% 6

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

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

Envision Financial Planning reduced its Dimensional US Equity ETF (DFUS) stake by 0.08% in Q2 2026, selling an estimated $10.2K and leaving 153,699 shares worth $12.6M. The position accounts for 4.1% of the portfolio, ranked #11.

Envision Financial Planning first reported a position in DFUS in Q3 2023 and has held it in 12 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Envision Financial Planning held 153,699 shares of Dimensional US Equity ETF worth $12.6M as of Q2 2026.
  • Envision Financial Planning sold 129 Dimensional US Equity ETF shares in Q2 2026, an estimated $10.2K.
  • Dimensional US Equity ETF made up 4.1% of Envision Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Envision Financial Planning first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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