HB Wealth Management
DFUS icon

HB Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

HB Wealth Management’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 		$15.5M Buy
189,403
+23
+0% +$1.82K 0.09% 129
2026
Q1 		$13.4M Sell
189,380
-521
-0.3% -$38.6K 0.09% 125
2025
Q4 		$14.1M Sell
189,901
-50
-0% -$3.67K 0.09% 120
2025
Q3 		$13.8M Buy
189,951
+169
+0.1% +$11.8K 0.09% 120
2025
Q2 		$12.7M Buy
189,782
+61,337
+48% +$3.8M 0.1% 109
2025
Q1 		$7.77M Buy
128,445
+88
+0.1% +$5.62K 0.07% 164
2024
Q4 		$8.18M Buy
128,357
+1,684
+1% +$108K 0.08% 117
2024
Q3 		$7.88M Sell
126,673
-448
-0.4% -$26.8K 0.08% 115
2024
Q2 		$7.48M Buy
127,121
+6,022
+5% +$342K 0.09% 109
2024
Q1 		$6.9M Buy
121,099
+19
+0% +$1.03K 0.09% 121
2023
Q4 		$6.28M Buy
121,080
+10,587
+10% +$512K 0.09% 120
2023
Q3 		$5.14M Sell
110,493
-4,151
-4% -$201K 0.08% 126
2023
Q2 		$5.52M Buy
114,644
+44
+0% +$2K 0.09% 114
2023
Q1 		$5.09M Buy
114,600
+92
+0.1% +$4K 0.09% 115
2022
Q4 		$4.76M Sell
114,508
-5,097
-4% -$213K 0.09% 114
2022
Q3 		$4.64M Buy
119,605
+68,310
+133% +$2.94M 0.1% 100
2022
Q2 		$2.09M Buy
51,295
+45,138
+733% +$2M 0.04% 170
2022
Q1 		$302K Buy
6,157
+1,213
+25% +$58.6K 0.01% 453
2021
Q4 		$256K Buy
+4,944
New +$248K 0.01% 426

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
MASECO Private Wealth
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Plancorp LLC
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
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

HB Wealth Management's DFUS Position: Q2 2026 in Review

HB Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.01% in Q2 2026, buying an estimated $1.82K and bringing the position to 189,403 shares worth $15.5M. The position accounts for 0.09% of the portfolio, ranked #129.

HB Wealth Management first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • HB Wealth Management held 189,403 shares of Dimensional US Equity ETF worth $15.5M as of Q2 2026.
  • HB Wealth Management bought 23 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.82K.
  • Dimensional US Equity ETF made up 0.09% of HB Wealth Management's portfolio in Q2 2026, its #129 holding.
  • HB Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.