Financial Insights’s Dimensional US Equity ETF DFUS Stock Holding History

Financial Insights’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	$543K	Hold	6,631	–	–	0.14%	83
2026 Q1	$470K	Hold	6,631	–	–	0.15%	83
2025 Q4	$492K	Hold	6,631	–	–	0.16%	76
2025 Q3	$480K	Buy	6,631 +2,095	+46%	+$146K	0.16%	73
2025 Q2	$304K	Hold	4,536	–	–	0.11%	90
2025 Q1	$274K	Hold	4,536	–	–	0.11%	88
2024 Q4	$289K	Hold	4,536	–	–	0.11%	85
2024 Q3	$282K	Hold	4,536	–	–	0.09%	118
2024 Q2	$267K	Hold	4,536	–	–	0.07%	141
2024 Q1	$258K	Hold	4,536	–	–	0.07%	146
2023 Q4	$235K	Hold	4,536	–	–	0.07%	146
2023 Q3	$206K	Hold	4,536	–	–	0.07%	145
2023 Q2	$218K	Hold	4,536	–	–	0.08%	147
2023 Q1	$202K	Buy	+4,536	New	+$197K	0.08%	160
2022 Q2	–	Sell	-4,536	Closed	-$222K	–	85
2022 Q1	$222K	Hold	4,536	–	–	0.2%	72
2021 Q4	$235K	Buy	+4,536	New	+$228K	0.2%	73

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

Financial Insights's DFUS Position: Q2 2026 in Review

Financial Insights held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 6,631 shares worth $543K. The position accounts for 0.14% of the portfolio, ranked #83.

Financial Insights first reported a position in DFUS in Q4 2021 and has held it in 16 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Financial Insights held 6,631 shares of Dimensional US Equity ETF worth $543K as of Q2 2026.
Financial Insights left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.14% of Financial Insights's portfolio in Q2 2026, its #83 holding.
Financial Insights first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 16 quarters since.
870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.