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

EverSource 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	$7.64M	Buy	93,263 +130	+0.1%	+$10.3K	0.26%	79
2026 Q1	$6.6M	Buy	93,133 +3,730	+4%	+$276K	0.2%	86
2025 Q4	$6.63M	Sell	89,403 -1,188	-1%	-$87.3K	0.24%	83
2025 Q3	$6.56M	Sell	90,591 -416	-0.5%	-$29K	0.26%	84
2025 Q2	$6.1M	Sell	91,007 -2,017	-2%	-$125K	0.28%	85
2025 Q1	$5.63M	Sell	93,024 -1,049	-1%	-$67K	0.31%	76
2024 Q4	$6M	Buy	94,073 +5,377	+6%	+$345K	0.34%	71
2024 Q3	$5.52M	Sell	88,696 -494	-0.6%	-$29.6K	0.35%	66
2024 Q2	$5.34M	Sell	89,190 -1,800	-2%	-$102K	0.35%	67
2024 Q1	$4.97M	Buy	90,990 +50	+0.1%	+$2.71K	0.39%	63
2023 Q4	$4.71M	Sell	90,940 -485	-0.5%	-$23.5K	0.43%	57
2023 Q3	$4.26M	Hold	91,425	–	–	0.45%	61
2023 Q2	$4.4M	Buy	91,425 +4	+0%	+$182	0.49%	49
2023 Q1	$4.06M	Hold	91,421	–	–	0.51%	50
2022 Q4	$3.8M	Sell	91,421 -666	-0.7%	-$27.8K	0.58%	38
2022 Q3	$3.58M	Buy	92,087 +9,517	+12%	+$409K	0.82%	24
2022 Q2	$3.37M	Buy	82,570 +136	+0.2%	+$6.03K	0.87%	22
2022 Q1	$4.04M	Buy	82,434 +85	+0.1%	+$4.11K	1.02%	20
2021 Q4	$4.26M	Buy	+82,349	New	+$4.14M	1.19%	17

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

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

EverSource Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.14% in Q2 2026, buying an estimated $10.3K and bringing the position to 93,263 shares worth $7.64M. The position accounts for 0.26% of the portfolio, ranked #79.

EverSource Wealth Advisors first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

EverSource Wealth Advisors held 93,263 shares of Dimensional US Equity ETF worth $7.64M as of Q2 2026.
EverSource Wealth Advisors bought 130 Dimensional US Equity ETF shares in Q2 2026, an estimated $10.3K.
Dimensional US Equity ETF made up 0.26% of EverSource Wealth Advisors's portfolio in Q2 2026, its #79 holding.
EverSource Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.