Gleason Group’s Dimensional US Equity ETF DFUS Stock Holding History

Gleason 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	$68.2K	Buy	832 +2	+0.2%	+$158	0.01%	123
2026 Q1	$58.9K	Buy	830 +2	+0.2%	+$148	0.01%	114
2025 Q4	$61.4K	Buy	828 +2	+0.2%	+$147	0.01%	116
2025 Q3	$59.9K	Buy	826 +2	+0.2%	+$139	0.01%	107
2025 Q2	$55.3K	Buy	824 +2	+0.2%	+$124	0.01%	108
2025 Q1	$49.7K	Buy	822 +2	+0.2%	+$128	0.01%	111
2024 Q4	$52.3K	Buy	820 +2	+0.2%	+$128	0.01%	111
2024 Q3	$50.8K	Sell	818 -20	-2%	-$1.2K	0.01%	114
2024 Q2	$49.3K	Buy	838 +2	+0.2%	+$114	0.01%	122
2024 Q1	$47.6K	Sell	836 -3	-0.4%	-$162	0.01%	118
2023 Q4	$43.5K	Buy	839 +3	+0.4%	+$145	0.01%	122
2023 Q3	$38.9K	Buy	836 +3	+0.4%	+$145	0.01%	127
2023 Q2	$40.1K	Buy	833 +3	+0.4%	+$136	0.01%	123
2023 Q1	$36.9K	Buy	830 +3	+0.4%	+$130	0.01%	126
2022 Q4	$34.4K	Buy	827 +4	+0.5%	+$167	0.01%	128
2022 Q3	$32K	Buy	823 +3	+0.4%	+$129	0.01%	130
2022 Q2	$33K	Buy	820 +3	+0.4%	+$133	0.01%	128
2022 Q1	$40K	Buy	817 +2	+0.2%	+$97	0.01%	126
2021 Q4	$42K	Buy	815 +3	+0.4%	+$151	0.01%	118
2021 Q3	$38K	Buy	812 +2	+0.2%	+$97	0.01%	124
2021 Q2	$38K	Buy	+810	New	+$37.8K	0.01%	119

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

Gleason Group's DFUS Position: Q2 2026 in Review

Gleason Group increased its Dimensional US Equity ETF (DFUS) stake by 0.24% in Q2 2026, buying an estimated $158 and bringing the position to 832 shares worth $68.2K. The position accounts for 0.01% of the portfolio, ranked #123.

Gleason Group first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Gleason Group held 832 shares of Dimensional US Equity ETF worth $68.2K as of Q2 2026.
Gleason Group bought 2 Dimensional US Equity ETF shares in Q2 2026, an estimated $158.
Dimensional US Equity ETF made up 0.01% of Gleason Group's portfolio in Q2 2026, its #123 holding.
Gleason Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.