HAP
DFUS

Harbor Asset Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Harbor Asset Planning’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 		$1.34M Sell
16,394
-507
-3% -$40.1K 1.01% 30
2026
Q1 		$1.2M Buy
16,901
+1,047
+7% +$77.6K 1.01% 30
2025
Q4 		$1.18M Sell
15,854
-81
-0.5% -$5.95K 1% 29
2025
Q3 		$1.15M Buy
15,935
+294
+2% +$20.5K 1.03% 27
2025
Q2 		$1.05M Buy
+15,641
New +$969K 1% 29

Other funds holding DFUS

PL
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbor Asset Planning's DFUS Position: Q2 2026 in Review

Harbor Asset Planning reduced its Dimensional US Equity ETF (DFUS) stake by 3% in Q2 2026, selling an estimated $40.1K and leaving 16,394 shares worth $1.34M. The position accounts for 1.01% of the portfolio, ranked #30.

Harbor Asset Planning first reported a position in DFUS in Q2 2025 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Harbor Asset Planning held 16,394 shares of Dimensional US Equity ETF worth $1.34M as of Q2 2026.
  • Harbor Asset Planning sold 507 Dimensional US Equity ETF shares in Q2 2026, an estimated $40.1K.
  • Dimensional US Equity ETF made up 1.01% of Harbor Asset Planning's portfolio in Q2 2026, its #30 holding.
  • Harbor Asset Planning first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 250 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.