Gradient Capital Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Gradient Capital 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	$439K	Sell	5,353 -11	-0.2%	-$870	0.1%	121
2026 Q1	$380K	Buy	5,364 +262	+5%	+$19.4K	0.1%	119
2025 Q4	$378K	Sell	5,102 -82	-2%	-$6.02K	0.1%	123
2025 Q3	$376K	Buy	5,184 +21	+0.4%	+$1.46K	0.1%	117
2025 Q2	$346K	Buy	5,163 +8	+0.2%	+$495	0.1%	123
2025 Q1	$312K	Sell	5,155 -89	-2%	-$5.69K	0.1%	123
2024 Q4	$334K	Sell	5,244 -102	-2%	-$6.54K	0.11%	116
2024 Q3	$333K	Sell	5,346 -181	-3%	-$10.8K	0.11%	116
2024 Q2	$325K	Sell	5,527 -1,618	-23%	-$92K	0.12%	113
2024 Q1	$407K	Buy	7,145 +261	+4%	+$14.1K	0.15%	103
2023 Q4	$357K	Sell	6,884 -960	-12%	-$46.5K	0.14%	109
2023 Q3	$365K	Sell	7,844 -2,610	-25%	-$126K	0.15%	100
2023 Q2	$503K	Buy	10,454 +674	+7%	+$30.7K	0.2%	82
2023 Q1	$435K	Sell	9,780 -1,719	-15%	-$74.7K	0.18%	87
2022 Q4	$478K	Buy	11,499 +2,303	+25%	+$96.3K	0.22%	81
2022 Q3	$357K	Buy	+9,196	New	+$395K	0.17%	91

Other funds holding DFUS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Gradient Capital Advisors's DFUS Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.21% in Q2 2026, selling an estimated $870 and leaving 5,353 shares worth $439K. The position accounts for 0.1% of the portfolio, ranked #121.

Gradient Capital Advisors first reported a position in DFUS in Q3 2022 and has held it in 16 quarters since. The position peaked at $503K in Q2 2023. 193 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Gradient Capital Advisors held 5,353 shares of Dimensional US Equity ETF worth $439K as of Q2 2026.
Gradient Capital Advisors sold 11 Dimensional US Equity ETF shares in Q2 2026, an estimated $870.
Dimensional US Equity ETF made up 0.1% of Gradient Capital Advisors's portfolio in Q2 2026, its #121 holding.
Gradient Capital Advisors first reported a position in Dimensional US Equity ETF in Q3 2022 and has held it in 16 quarters since.
Gradient Capital Advisors's Dimensional US Equity ETF position peaked at $503K in Q2 2023.
193 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.