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Financial Counselors Inc’s Dimensional US Equity ETF DFUS Stock Holding History

Financial Counselors 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
2025
Q2 		– Sell
-21,693
Closed -$1.31M – 147
2025
Q1 		$1.31M Sell
21,693
-345
-2% -$22K 0.02% 306
2024
Q4 		$1.4M Buy
22,038
+7,189
+48% +$461K 0.02% 297
2024
Q3 		$924K Hold
14,849
– – 0.01% 359
2024
Q2 		$874K Buy
14,849
+4,031
+37% +$229K 0.01% 339
2024
Q1 		$616K Hold
10,818
– – 0.01% 384
2023
Q4 		$561K Hold
10,818
– – 0.01% 388
2023
Q3 		$504K Hold
10,818
– – 0.01% 390
2023
Q2 		$521K Hold
10,818
– – 0.01% 356
2023
Q1 		$481K Hold
10,818
– – 0.01% 357
2022
Q4 		$450K Hold
10,818
– – 0.01% 372
2022
Q3 		$420K Hold
10,818
– – 0.01% 363
2022
Q2 		$441K Hold
10,818
– – 0.01% 368
2022
Q1 		$530K Sell
10,818
-2,247
-17% -$109K 0.01% 354
2021
Q4 		$675K Hold
13,065
– – 0.01% 337
2021
Q3 		$616K Buy
+13,065
New +$632K 0.01% 350

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Financial Counselors Inc's DFUS Position: Q2 2025 in Review

Financial Counselors Inc sold out of Dimensional US Equity ETF (DFUS) in Q2 2025, closing a stake of 21,693 shares — an estimated $1.31M sold.

Financial Counselors Inc first reported a position in DFUS in Q3 2021 and held it in 15 quarters. The position peaked at $1.4M in Q4 2024. 741 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Financial Counselors Inc reported no remaining Dimensional US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 21,693 Dimensional US Equity ETF shares in Q2 2025, an estimated $1.31M.
  • Financial Counselors Inc first reported a position in Dimensional US Equity ETF in Q3 2021 and held it in 15 quarters.
  • Financial Counselors Inc's Dimensional US Equity ETF position peaked at $1.4M in Q4 2024.
  • 741 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.