GRP
DFUS

Global Retirement Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Global Retirement Partners’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 		$491K Buy
+5,997
New +$474K 0.01% 1037
2025
Q4 		$444K Sell
5,983
-136
-2% -$9.99K 0.01% 1012
2025
Q3 		$443K Sell
6,119
-151
-2% -$10.5K 0.01% 802
2025
Q2 		$420K Buy
+6,270
New +$388K 0.01% 789
2024
Q4 		$462K Sell
7,252
-187
-3% -$12K 0.01% 659
2024
Q3 		$463K Buy
7,439
+405
+6% +$24.2K 0.01% 652
2024
Q2 		$414K Sell
7,034
-48
-0.7% -$2.73K 0.01% 657
2024
Q1 		$404K Sell
7,082
-13
-0.2% -$704 0.02% 581
2023
Q4 		$366K Buy
7,095
+2,026
+40% +$98.1K 0.02% 564
2023
Q3 		$234K Sell
5,069
-17
-0.3% -$822 0.01% 613
2023
Q2 		$245K Sell
5,086
-87
-2% -$3.96K 0.01% 624
2023
Q1 		$228K Buy
5,173
+2,952
+133% +$128K 0.01% 620
2022
Q4 		$92.4K Hold
2,221
– – 0.01% 840
2022
Q3 		$94K Hold
2,221
– – 0.01% 795
2022
Q2 		$91K Hold
2,221
– – 0.01% 777
2022
Q1 		$94K Buy
+2,221
New +$107K 0.01% 781
2021
Q4 		– Sell
-265
Closed -$12K – 573
2021
Q3 		$12K Hold
265
– – ﹤0.01% 1359
2021
Q2 		$12K Buy
+265
New +$12.4K ﹤0.01% 1329

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

Global Retirement Partners's DFUS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 5,997 shares worth $491K. The stake represents 0.01% of the portfolio and ranks #1037 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DFUS as recently as Q4 2025.

Global Retirement Partners first reported a position in DFUS in Q2 2021 and has held it in 18 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Global Retirement Partners held 5,997 shares of Dimensional US Equity ETF worth $491K as of Q2 2026.
  • Dimensional US Equity ETF was a new Global Retirement Partners position in Q2 2026.
  • Dimensional US Equity ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1037 holding.
  • Global Retirement Partners first reported a position in Dimensional US Equity ETF in Q2 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.