FFM
DFUS

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

Forum 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 		$93.9M Sell
1,145,416
-25,919
-2% -$2.05M 1.21% 12
2026
Q1 		$83.1M Sell
1,171,335
-25,580
-2% -$1.9M 1.18% 12
2025
Q4 		$88.8M Sell
1,196,915
-15,169
-1% -$1.11M 1.15% 12
2025
Q3 		$87.8M Sell
1,212,084
-7,546
-0.6% -$526K 1.2% 12
2025
Q2 		$81.7M Sell
1,219,630
-12,816
-1% -$794K 1.24% 12
2025
Q1 		$74.5M Sell
1,232,446
-29,040
-2% -$1.86M 1.23% 12
2024
Q4 		$80.4M Buy
1,261,486
+34,968
+3% +$2.24M 1.33% 12
2024
Q3 		$76.3M Sell
1,226,518
-24,969
-2% -$1.49M 1.27% 12
2024
Q2 		$73.6M Sell
1,251,487
-103,951
-8% -$5.91M 1.33% 12
2024
Q1 		$77.2M Sell
1,355,438
-28,793
-2% -$1.56M 1.32% 12
2023
Q4 		$71.7M Sell
1,384,231
-35,212
-2% -$1.7M 1.35% 11
2023
Q3 		$66.1M Sell
1,419,443
-24,959
-2% -$1.21M 1.46% 11
2023
Q2 		$69.6M Buy
1,444,402
+17,655
+1% +$803K 1.56% 11
2023
Q1 		$63.4M Sell
1,426,747
-11,109
-0.8% -$482K 1.83% 11
2022
Q4 		$59.8M Buy
1,437,856
+102,698
+8% +$4.29M 1.97% 9
2022
Q3 		$51.8M Sell
1,335,158
-12,294
-0.9% -$529K 2.5% 5
2022
Q2 		$54.9M Sell
1,347,452
-14,406
-1% -$638K 2.77% 5
2022
Q1 		$66.8M Sell
1,361,858
-12,355
-0.9% -$597K 3.22% 5
2021
Q4 		$71M Buy
+1,374,213
New +$69.1M 3.65% 5

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 Financial Management's DFUS Position: Q2 2026 in Review

Forum Financial Management reduced its Dimensional US Equity ETF (DFUS) stake by 2.2% in Q2 2026, selling an estimated $2.05M and leaving 1,145,416 shares worth $93.9M. The position accounts for 1.21% of the portfolio, ranked #12.

Forum Financial Management first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Forum Financial Management held 1,145,416 shares of Dimensional US Equity ETF worth $93.9M as of Q2 2026.
  • Forum Financial Management sold 25,919 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.05M.
  • Dimensional US Equity ETF made up 1.21% of Forum Financial Management's portfolio in Q2 2026, its #12 holding.
  • Forum Financial Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.