EIP
DFUS

Essential Investment Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Essential Investment 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 		$479K Hold
5,843
– – 0.38% 59
2026
Q1 		$414K Hold
5,843
– – 0.38% 62
2025
Q4 		$433K Buy
+5,843
New +$429K 0.41% 61

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Essential Investment Partners's DFUS Position: Q2 2026 in Review

Essential Investment Partners held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 5,843 shares worth $479K. The position accounts for 0.38% of the portfolio, ranked #59.

Essential Investment Partners first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Essential Investment Partners held 5,843 shares of Dimensional US Equity ETF worth $479K as of Q2 2026.
  • Essential Investment Partners left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.38% of Essential Investment Partners's portfolio in Q2 2026, its #59 holding.
  • Essential Investment Partners first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.