Focus Partners Wealth
DFUS

Focus Partners Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Focus Partners Wealth’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 		$774M Buy
9,443,034
+102,911
+1% +$8.14M 0.79% 27
2026
Q1 		$664M Buy
9,340,123
+79,064
+0.9% +$5.86M 0.74% 27
2025
Q4 		$687M Buy
9,261,059
+62,934
+0.7% +$4.62M 0.78% 28
2025
Q3 		$668M Buy
9,198,125
+1,113,200
+14% +$77.6M 1.08% 16
2025
Q2 		$542M Sell
8,084,925
-297,051
-4% -$18.4M 1.17% 15
2025
Q1 		$507M Sell
8,381,976
-41,997
-0.5% -$2.68M 1.27% 11
2024
Q4 		$537M Buy
8,423,973
+154,726
+2% +$9.92M 1.39% 12
2024
Q3 		$514M Buy
8,269,247
+8,204,119
+12,597% +$491M 1.64% 9
2024
Q2 		$3.83M Buy
65,128
+1,178
+2% +$67K 0.01% 543
2024
Q1 		$3.64M Sell
63,950
-80
-0.1% -$4.33K 0.03% 380
2023
Q4 		$3.32M Buy
+64,030
New +$3.1M 0.04% 282

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth's DFUS Position: Q2 2026 in Review

Focus Partners Wealth increased its Dimensional US Equity ETF (DFUS) stake by 1.1% in Q2 2026, buying an estimated $8.14M and bringing the position to 9,443,034 shares worth $774M. The position accounts for 0.79% of the portfolio, ranked #27.

Focus Partners Wealth first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Focus Partners Wealth held 9,443,034 shares of Dimensional US Equity ETF worth $774M as of Q2 2026.
  • Focus Partners Wealth bought 102,911 Dimensional US Equity ETF shares in Q2 2026, an estimated $8.14M.
  • Dimensional US Equity ETF made up 0.79% of Focus Partners Wealth's portfolio in Q2 2026, its #27 holding.
  • Focus Partners Wealth first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.