FFM
DFUS

Flagstone Financial Management’s Dimensional US Equity ETF DFUS Stock Holding History

Flagstone Financial Management’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 		$127M Buy
1,555,365
+24,361
+2% +$1.93M 28.5% 1
2026
Q1 		$109M Buy
1,531,004
+44,671
+3% +$3.31M 26.95% 1
2025
Q4 		$110M Sell
1,486,333
-8,675
-0.6% -$637K 28.27% 1
2025
Q3 		$108M Buy
1,495,008
+28,087
+2% +$1.96M 28.58% 1
2025
Q2 		$98.3M Buy
1,466,921
+80,069
+6% +$4.96M 28.18% 1
2025
Q1 		$83.9M Buy
1,386,852
+61,847
+5% +$3.95M 27.02% 1
2024
Q4 		$84.5M Buy
1,325,005
+10,012
+0.8% +$642K 28.07% 1
2024
Q3 		$81.8M Buy
1,314,993
+22,447
+2% +$1.34M 27.42% 1
2024
Q2 		$76.1M Buy
1,292,546
+27,244
+2% +$1.55M 28.29% 1
2024
Q1 		$72.1M Buy
1,265,302
+12,494
+1% +$676K 27.85% 1
2023
Q4 		$64.9M Buy
1,252,808
+31,329
+3% +$1.52M 26.6% 1
2023
Q3 		$56.9M Buy
1,221,479
+80,982
+7% +$3.92M 26.01% 1
2023
Q2 		$54.9M Buy
1,140,497
+43,459
+4% +$1.98M 25.79% 1
2023
Q1 		$48.7M Buy
1,097,038
+216,355
+25% +$9.4M 24.32% 1
2022
Q4 		$36.6M Buy
+880,683
New +$36.8M 22.32% 1

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Flagstone Financial Management's DFUS Position: Q2 2026 in Review

Flagstone Financial Management increased its Dimensional US Equity ETF (DFUS) stake by 1.6% in Q2 2026, buying an estimated $1.93M and bringing the position to 1,555,365 shares worth $127M. The position accounts for 28.5% of the portfolio, ranked #1.

Flagstone Financial Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Flagstone Financial Management held 1,555,365 shares of Dimensional US Equity ETF worth $127M as of Q2 2026.
  • Flagstone Financial Management bought 24,361 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.93M.
  • Dimensional US Equity ETF made up 28.5% of Flagstone Financial Management's portfolio in Q2 2026, its #1 holding.
  • Flagstone Financial Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.