Essential Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Essential 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	$441K	Sell	5,388 -465	-8%	-$36.8K	0.12%	60
2026 Q1	$415K	Sell	5,853 -9	-0.2%	-$667	0.13%	58
2025 Q4	$435K	Sell	5,862 -721	-11%	-$53K	0.14%	56
2025 Q3	$477K	Hold	6,583	–	–	0.16%	49
2025 Q2	$441K	Hold	6,583	–	–	0.16%	51
2025 Q1	$398K	Sell	6,583 -529,137	-99%	-$33.8M	0.16%	52
2024 Q4	$34.3M	Buy	535,720 +527,474	+6,397%	+$33.8M	0.22%	40
2024 Q3	$513K	Hold	8,246	–	–	0.21%	44
2024 Q2	$485K	Buy	8,246 +1,516	+23%	+$86.2K	0.21%	41
2024 Q1	$349K	Hold	6,730	–	–	0.17%	46
2023 Q4	$349K	Buy	+6,730	New	+$326K	0.18%	46

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

Essential Planning's DFUS Position: Q2 2026 in Review

Essential Planning reduced its Dimensional US Equity ETF (DFUS) stake by 7.9% in Q2 2026, selling an estimated $36.8K and leaving 5,388 shares worth $441K. The position accounts for 0.12% of the portfolio, ranked #60.

Essential Planning first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.3M in Q4 2024. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Essential Planning held 5,388 shares of Dimensional US Equity ETF worth $441K as of Q2 2026.
Essential Planning sold 465 Dimensional US Equity ETF shares in Q2 2026, an estimated $36.8K.
Dimensional US Equity ETF made up 0.12% of Essential Planning's portfolio in Q2 2026, its #60 holding.
Essential Planning first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
Essential Planning's Dimensional US Equity ETF position peaked at $34.3M in Q4 2024.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.