EP Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

EP Wealth 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	$3.27M	Buy	39,931 +4,524	+13%	+$358K	0.01%	470
2026 Q1	$2.51M	Buy	35,407 +3,311	+10%	+$245K	0.01%	431
2025 Q4	$2.38M	Buy	+32,096	New	+$2.36M	0.01%	404
2025 Q2	$2.24M	Sell	33,442 -24,987	-43%	-$1.55M	0.01%	391
2025 Q1	$3.53M	Sell	58,429 -6,910	-11%	-$442K	0.03%	269
2024 Q4	$4.17M	Buy	65,339 +37,362	+134%	+$2.4M	0.03%	241
2024 Q3	$1.74M	Sell	27,977 -80	-0.3%	-$4.79K	0.02%	384
2024 Q2	$1.65M	Sell	28,057 -175	-0.6%	-$9.95K	0.02%	311
2024 Q1	$1.61M	Sell	28,232 -10,147	-26%	-$549K	0.02%	299
2023 Q4	$1.99M	Buy	38,379 +4,570	+14%	+$221K	0.03%	256
2023 Q3	$1.57M	Sell	33,809 -1,789,004	-98%	-$86.5M	0.02%	265
2023 Q2	$1.61M	Hold	1,822,813	–	–	0.02%	273
2023 Q1	$45.4M	Buy	1,822,813 +1,803,659	+9,417%	+$78.3M	0.78%	30
2022 Q4	$797K	Sell	19,154 -4,015	-17%	-$168K	0.01%	320
2022 Q3	$899K	Sell	23,169 -1,098	-5%	-$47.2K	0.02%	244
2022 Q2	$989K	Sell	24,267 -419	-2%	-$18.6K	0.02%	263
2022 Q1	$1.21M	Buy	+24,686	New	+$1.19M	0.03%	249

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

EP Wealth Advisors's DFUS Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 13% in Q2 2026, buying an estimated $358K and bringing the position to 39,931 shares worth $3.27M. The position accounts for 0.01% of the portfolio, ranked #470.

EP Wealth Advisors first reported a position in DFUS in Q1 2022 and has held it in 17 quarters since. The position peaked at $45.4M in Q1 2023. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

EP Wealth Advisors held 39,931 shares of Dimensional US Equity ETF worth $3.27M as of Q2 2026.
EP Wealth Advisors bought 4,524 Dimensional US Equity ETF shares in Q2 2026, an estimated $358K.
Dimensional US Equity ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #470 holding.
EP Wealth Advisors first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 17 quarters since.
EP Wealth Advisors's Dimensional US Equity ETF position peaked at $45.4M in Q1 2023.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.