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Great Valley Advisor Group’s Dimensional US Equity ETF DFUS Stock Holding History

Great Valley Advisor 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 		$452K Sell
5,517
-210
-4% -$16.6K 0.01% 753
2026
Q1 		$406K Hold
5,727
– – 0.01% 737
2025
Q4 		$425K Sell
5,727
-27,157
-83% -$2M 0.01% 676
2025
Q3 		$2.38M Buy
32,884
+1,390
+4% +$96.8K 0.05% 302
2025
Q2 		$2.11M Sell
31,494
-22
-0.1% -$1.36K 0.05% 307
2025
Q1 		$1.91M Buy
31,516
+1
+0% +$64 0.04% 320
2024
Q4 		$2.01M Buy
31,515
+1,896
+6% +$122K 0.05% 320
2024
Q3 		$1.84M Hold
29,619
– – 0.05% 322
2024
Q2 		$1.74M Buy
29,619
+229
+0.8% +$13K 0.05% 299
2024
Q1 		$1.67M Buy
29,390
+6,178
+27% +$334K 0.05% 299
2023
Q4 		$1.2M Buy
+23,212
New +$1.12M 0.04% 317

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

Great Valley Advisor Group's DFUS Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Dimensional US Equity ETF (DFUS) stake by 3.7% in Q2 2026, selling an estimated $16.6K and leaving 5,517 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #753.

Great Valley Advisor Group first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.38M in Q3 2025. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Great Valley Advisor Group held 5,517 shares of Dimensional US Equity ETF worth $452K as of Q2 2026.
  • Great Valley Advisor Group sold 210 Dimensional US Equity ETF shares in Q2 2026, an estimated $16.6K.
  • Dimensional US Equity ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #753 holding.
  • Great Valley Advisor Group first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Great Valley Advisor Group's Dimensional US Equity ETF position peaked at $2.38M in Q3 2025.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.