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

Forum Private Client 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	$1.1M	Sell	13,418 -9	-0.1%	-$712	0.33%	34
2026 Q1	$952K	Buy	13,427 +639	+5%	+$47.4K	0.32%	35
2025 Q4	$948K	Sell	12,788 -191	-1%	-$14K	0.32%	35
2025 Q3	$940K	Buy	12,979 +183	+1%	+$12.8K	0.34%	34
2025 Q2	$858K	Buy	12,796 +152	+1%	+$9.41K	0.33%	33
2025 Q1	$765K	Sell	12,644 -450	-3%	-$28.8K	0.33%	34
2024 Q4	$835K	Sell	13,094 -18	-0.1%	-$1.15K	0.37%	35
2024 Q3	$816K	Sell	13,112 -122	-0.9%	-$7.3K	0.36%	34
2024 Q2	$779K	Sell	13,234 -2,602	-16%	-$148K	0.37%	35
2024 Q1	$902K	Buy	15,836 +109	+0.7%	+$5.9K	0.44%	33
2023 Q4	$815K	Buy	+15,727	New	+$761K	0.43%	36
2023 Q3	–	Sell	-19,307	Closed	-$930K	–	18
2023 Q2	$930K	Sell	19,307 -612	-3%	-$27.8K	0.53%	34
2023 Q1	$885K	Buy	19,919 +420	+2%	+$18.2K	0.56%	34
2022 Q4	$811K	Buy	19,499 +1,937	+11%	+$81K	0.56%	35
2022 Q3	$682K	Buy	17,562 +1,418	+9%	+$61K	0.51%	37
2022 Q2	$658K	Buy	16,144 +6,209	+62%	+$275K	0.48%	38
2022 Q1	$487K	Buy	+9,935	New	+$480K	0.38%	45

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

Forum Private Client Group's DFUS Position: Q2 2026 in Review

Forum Private Client Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.07% in Q2 2026, selling an estimated $712 and leaving 13,418 shares worth $1.1M. The position accounts for 0.33% of the portfolio, ranked #34.

Forum Private Client Group first reported a position in DFUS in Q1 2022 and has held it in 17 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Forum Private Client Group held 13,418 shares of Dimensional US Equity ETF worth $1.1M as of Q2 2026.
Forum Private Client Group sold 9 Dimensional US Equity ETF shares in Q2 2026, an estimated $712.
Dimensional US Equity ETF made up 0.33% of Forum Private Client Group's portfolio in Q2 2026, its #34 holding.
Forum Private Client Group first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 17 quarters since.
870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.