Family Investment Center’s Dimensional US Equity ETF DFUS Stock Holding History

Family Investment Center’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	$975K	Sell	11,904 -105	-0.9%	-$8.3K	0.16%	44
2026 Q1	$852K	Sell	12,009 -58	-0.5%	-$4.3K	0.16%	36
2025 Q4	$895K	Sell	12,067 -473	-4%	-$34.8K	0.18%	33
2025 Q3	$908K	Sell	12,540 -266	-2%	-$18.5K	0.19%	32
2025 Q2	$858K	Sell	12,806 -3,948	-24%	-$244K	0.19%	34
2025 Q1	$1.01M	Buy	16,754 +12	+0.1%	+$767	0.25%	36
2024 Q4	$1.07M	Sell	16,742 -763	-4%	-$48.9K	0.27%	36
2024 Q3	$1.09M	Sell	17,505 -18	-0.1%	-$1.08K	0.27%	32
2024 Q2	$1.03M	Sell	17,523 -20	-0.1%	-$1.14K	0.31%	32
2024 Q1	$1,000K	Sell	17,543 -265	-1%	-$14.3K	0.32%	31
2023 Q4	$923K	Sell	17,808 -665	-4%	-$32.2K	0.46%	27
2023 Q3	$860K	Buy	18,473 +55	+0.3%	+$2.66K	0.52%	25
2023 Q2	$887K	Buy	18,418 +247	+1%	+$11.2K	0.57%	23
2023 Q1	$807K	Buy	18,171 +754	+4%	+$32.7K	0.55%	23
2022 Q4	$725K	Buy	+17,417	New	+$728K	0.53%	24

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

Family Investment Center's DFUS Position: Q2 2026 in Review

Family Investment Center reduced its Dimensional US Equity ETF (DFUS) stake by 0.87% in Q2 2026, selling an estimated $8.3K and leaving 11,904 shares worth $975K. The position accounts for 0.16% of the portfolio, ranked #44.

Family Investment Center first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2024. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Family Investment Center held 11,904 shares of Dimensional US Equity ETF worth $975K as of Q2 2026.
Family Investment Center sold 105 Dimensional US Equity ETF shares in Q2 2026, an estimated $8.3K.
Dimensional US Equity ETF made up 0.16% of Family Investment Center's portfolio in Q2 2026, its #44 holding.
Family Investment Center first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
Family Investment Center's Dimensional US Equity ETF position peaked at $1.09M in Q3 2024.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.