Falcon Wealth Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Falcon Wealth 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	$2.08M	Buy	25,438 +1,320	+5%	+$104K	0.13%	60
2026 Q1	$1.71M	Buy	24,118 +1	+0%	+$74	0.12%	59
2025 Q4	$1.79M	Buy	24,117 +29	+0.1%	+$2.13K	0.15%	53
2025 Q3	$1.74M	Sell	24,088 -2,117	-8%	-$147K	0.16%	55
2025 Q2	$1.76M	Hold	26,205	–	–	0.18%	53
2025 Q1	$1.58M	Hold	26,205	–	–	0.18%	54
2024 Q4	$1.67M	Hold	26,205	–	–	0.19%	56
2024 Q3	$1.63M	Hold	26,205	–	–	0.19%	51
2024 Q2	$1.54M	Hold	26,205	–	–	0.2%	49
2024 Q1	$1.49M	Hold	26,205	–	–	0.24%	48
2023 Q4	$1.36M	Hold	26,205	–	–	0.24%	45
2023 Q3	$1.22M	Hold	26,205	–	–	0.26%	35
2023 Q2	$1.26M	Hold	26,205	–	–	0.28%	35
2023 Q1	$1.16M	Hold	26,205	–	–	0.29%	37
2022 Q4	$1.09M	Sell	26,205 -386	-1%	-$16.1K	0.31%	35
2022 Q3	$1.03M	Hold	26,591	–	–	0.34%	28
2022 Q2	$1.08M	Sell	26,591 -7,949	-23%	-$352K	0.37%	32
2022 Q1	$1.69M	Hold	34,540	–	–	0.53%	23
2021 Q4	$1.79M	Sell	34,540 -377	-1%	-$18.9K	0.58%	21
2021 Q3	$1.65M	Buy	34,917 +5,834	+20%	+$282K	0.63%	21
2021 Q2	$1.37M	Buy	+29,083	New	+$1.36M	0.59%	23

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

Falcon Wealth Planning's DFUS Position: Q2 2026 in Review

Falcon Wealth Planning increased its Dimensional US Equity ETF (DFUS) stake by 5.5% in Q2 2026, buying an estimated $104K and bringing the position to 25,438 shares worth $2.08M. The position accounts for 0.13% of the portfolio, ranked #60.

Falcon Wealth Planning first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Falcon Wealth Planning held 25,438 shares of Dimensional US Equity ETF worth $2.08M as of Q2 2026.
Falcon Wealth Planning bought 1,320 Dimensional US Equity ETF shares in Q2 2026, an estimated $104K.
Dimensional US Equity ETF made up 0.13% of Falcon Wealth Planning's portfolio in Q2 2026, its #60 holding.
Falcon Wealth Planning first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.