FFG
DFUS

Forum Finance Group’s Dimensional US Equity ETF DFUS Stock Holding History

Forum Finance Group’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 		$93K Hold
1,404
– – 0.03% 192
2026
Q1 		$80K Buy
+1,404
New +$104K 0.04% 177

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
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

Forum Finance Group's DFUS Position: Q2 2026 in Review

Forum Finance Group held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 1,404 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #192.

Forum Finance Group first reported a position in DFUS in Q1 2026 and has held it in 2 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Forum Finance Group held 1,404 shares of Dimensional US Equity ETF worth $93K as of Q2 2026.
  • Forum Finance Group left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.03% of Forum Finance Group's portfolio in Q2 2026, its #192 holding.
  • Forum Finance Group first reported a position in Dimensional US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.