Fiduciary Advisors Inc’s Dimensional US Equity ETF DFUS Stock Holding History

Fiduciary Advisors Inc’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 Q3	$179K	Buy	2,159 +539	+33%	+$44.7K	0.12%	42
2026 Q2	$133K	Buy	1,620 +4	+0.2%	+$316	0.09%	45
2026 Q1	$115K	Buy	1,616 +4	+0.2%	+$296	0.09%	48
2025 Q4	$120K	Buy	1,612 +3	+0.2%	+$220	0.09%	49
2025 Q3	$117K	Buy	1,609 +538	+50%	+$37.5K	0.09%	45
2025 Q2	$71.8K	Buy	1,071 +3	+0.3%	+$186	0.06%	45
2025 Q1	$64.6K	Buy	1,068 +3	+0.3%	+$192	0.06%	45
2024 Q4	$67.9K	Buy	+1,065	New	+$68.3K	0.07%	44

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Fiduciary Advisors Inc's DFUS Position: Q3 2026 in Review

Fiduciary Advisors Inc increased its Dimensional US Equity ETF (DFUS) stake by 33% in Q3 2026, buying an estimated $44.7K and bringing the position to 2,159 shares worth $179K. The position accounts for 0.12% of the portfolio, ranked #42.

Fiduciary Advisors Inc first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 504 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Fiduciary Advisors Inc held 2,159 shares of Dimensional US Equity ETF worth $179K as of Q3 2026.
Fiduciary Advisors Inc bought 539 Dimensional US Equity ETF shares in Q3 2026, an estimated $44.7K.
Dimensional US Equity ETF made up 0.12% of Fiduciary Advisors Inc's portfolio in Q3 2026, its #42 holding.
Fiduciary Advisors Inc first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
504 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q3 2026, filed 16 Oct 2026.