Glassman Wealth Services’s Dimensional US Equity ETF DFUS Stock Holding History

Glassman Wealth Services’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	$505K	Buy	6,163 +2,267	+58%	+$179K	0.06%	56
2026 Q1	$276K	Hold	3,896	–	–	0.04%	67
2025 Q4	$289K	Hold	3,896	–	–	0.04%	66
2025 Q3	$282K	Hold	3,896	–	–	0.04%	64
2025 Q2	$261K	Sell	3,896 -847	-18%	-$52.4K	0.04%	66
2025 Q1	$287K	Buy	4,743 +116	+3%	+$7.41K	0.05%	59
2024 Q4	$295K	Buy	4,627 +1,491	+48%	+$95.6K	0.05%	54
2024 Q3	$195K	Hold	3,136	–	–	0.03%	67
2024 Q2	$185K	Hold	3,136	–	–	0.03%	73
2024 Q1	$179K	Hold	3,136	–	–	0.04%	71
2023 Q4	$163K	Hold	3,136	–	–	0.02%	227
2023 Q3	$146K	Hold	3,136	–	–	0.02%	223
2023 Q2	$151K	Hold	3,136	–	–	0.02%	206
2023 Q1	$139K	Hold	3,136	–	–	0.02%	215
2022 Q4	$130K	Hold	3,136	–	–	0.02%	229
2022 Q3	$122K	Hold	3,136	–	–	0.03%	217
2022 Q2	$128K	Buy	+3,136	New	+$139K	0.03%	209
2022 Q1	–	Sell	-4,183	Closed	-$216K	–	1699
2021 Q4	$216K	Sell	4,183 -197	-4%	-$9.9K	0.04%	152
2021 Q3	$207K	Sell	4,380 -536	-11%	-$25.9K	0.04%	142
2021 Q2	$232K	Buy	+4,916	New	+$229K	0.05%	127

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

Glassman Wealth Services's DFUS Position: Q2 2026 in Review

Glassman Wealth Services increased its Dimensional US Equity ETF (DFUS) stake by 58% in Q2 2026, buying an estimated $179K and bringing the position to 6,163 shares worth $505K. The position accounts for 0.06% of the portfolio, ranked #56.

Glassman Wealth Services first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Glassman Wealth Services held 6,163 shares of Dimensional US Equity ETF worth $505K as of Q2 2026.
Glassman Wealth Services bought 2,267 Dimensional US Equity ETF shares in Q2 2026, an estimated $179K.
Dimensional US Equity ETF made up 0.06% of Glassman Wealth Services's portfolio in Q2 2026, its #56 holding.
Glassman Wealth Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.