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Foundations Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Foundations Investment 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 		$3.62M Buy
44,118
+1,316
+3% +$104K 0.04% 299
2026
Q1 		$3.04M Sell
42,802
-133
-0.3% -$9.86K 0.04% 297
2025
Q4 		$3.18M Buy
42,935
+34,376
+402% +$2.53M 0.04% 273
2025
Q3 		$620K Buy
8,559
+5,239
+158% +$365K 0.01% 599
2025
Q2 		$223K Sell
3,320
-1,600
-33% -$99.1K ﹤0.01% 852
2025
Q1 		$298K Sell
4,920
-847
-15% -$54.1K 0.01% 713
2024
Q4 		$368K Buy
5,767
+1,125
+24% +$72.1K 0.01% 606
2024
Q3 		$289K Hold
4,642
– – 0.01% 643
2024
Q2 		$273K Buy
4,642
+136
+3% +$7.73K 0.01% 630
2024
Q1 		$257K Buy
4,506
+317
+8% +$17.2K 0.01% 620
2023
Q4 		$223K Buy
+4,189
New +$203K 0.01% 621

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

Foundations Investment Advisors's DFUS Position: Q2 2026 in Review

Foundations Investment Advisors increased its Dimensional US Equity ETF (DFUS) stake by 3.1% in Q2 2026, buying an estimated $104K and bringing the position to 44,118 shares worth $3.62M. The position accounts for 0.04% of the portfolio, ranked #299.

Foundations Investment Advisors first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Foundations Investment Advisors held 44,118 shares of Dimensional US Equity ETF worth $3.62M as of Q2 2026.
  • Foundations Investment Advisors bought 1,316 Dimensional US Equity ETF shares in Q2 2026, an estimated $104K.
  • Dimensional US Equity ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #299 holding.
  • Foundations Investment Advisors first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.