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

Geometric 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	$810K	Hold	9,885	–	–	0.09%	37
2026 Q1	$701K	Hold	9,885	–	–	0.09%	40
2025 Q4	$733K	Hold	9,885	–	–	0.09%	36
2025 Q3	$716K	Hold	9,885	–	–	0.1%	37
2025 Q2	$662K	Hold	9,885	–	–	0.1%	34
2025 Q1	$598K	Hold	9,885	–	–	0.1%	37
2024 Q4	$630K	Hold	9,885	–	–	0.11%	35
2024 Q3	$615K	Hold	9,885	–	–	0.11%	34
2024 Q2	$582K	Hold	9,885	–	–	0.12%	33
2024 Q1	$563K	Hold	9,885	–	–	0.13%	21
2023 Q4	$512K	Hold	9,885	–	–	0.14%	20
2023 Q3	$460K	Hold	9,885	–	–	0.14%	19
2023 Q2	$483K	Hold	9,885	–	–	0.15%	20
2023 Q1	$441K	Hold	9,885	–	–	0.15%	19
2022 Q4	$411K	Hold	9,885	–	–	0.17%	16
2022 Q3	$384K	Hold	9,885	–	–	0.18%	16
2022 Q2	$403K	Buy	+9,885	New	+$438K	0.2%	19
2022 Q1	–	Sell	-9,885	Closed	-$511K	–	34
2021 Q4	$511K	Buy	+9,885	New	+$497K	0.24%	12

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

Geometric Wealth Advisors's DFUS Position: Q2 2026 in Review

Geometric Wealth Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 9,885 shares worth $810K. The position accounts for 0.09% of the portfolio, ranked #37.

Geometric Wealth Advisors first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Geometric Wealth Advisors held 9,885 shares of Dimensional US Equity ETF worth $810K as of Q2 2026.
Geometric Wealth Advisors left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.09% of Geometric Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Geometric Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.