Forvis Mazars Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Forvis Mazars Wealth Advisors’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	$454K	Hold	5,538	–	–	0.01%	323
2026 Q1	$393K	Hold	5,538	–	–	0.01%	317
2025 Q4	$411K	Hold	5,538	–	–	0.01%	311
2025 Q3	$401K	Buy	5,538 +2,029	+58%	+$141K	0.01%	318
2025 Q2	$235K	Hold	3,509	–	–	0.01%	380
2025 Q1	$212K	Hold	3,509	–	–	0.01%	378
2024 Q4	$224K	Hold	3,509	–	–	0.01%	408
2024 Q3	$218K	Sell	3,509 -4	-0.1%	-$239	0.01%	415
2024 Q2	$207K	Hold	3,513	–	–	0.01%	390
2024 Q1	$200K	Buy	+3,513	New	+$190K	0.01%	387
2022 Q4	–	Sell	-6,281	Closed	-$244K	–	391
2022 Q3	$244K	Hold	6,281	–	–	0.01%	349
2022 Q2	$256K	Buy	+6,281	New	+$278K	0.01%	345

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

Forvis Mazars Wealth Advisors's DFUS Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 5,538 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #323.

Forvis Mazars Wealth Advisors first reported a position in DFUS in Q2 2022 and has held it in 12 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Forvis Mazars Wealth Advisors held 5,538 shares of Dimensional US Equity ETF worth $454K as of Q2 2026.
Forvis Mazars Wealth Advisors left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #323 holding.
Forvis Mazars Wealth Advisors first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 12 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.