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

Heck 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 Q3	$6.79M	Buy	81,820 +4,612	+6%	+$383K	0.37%	55
2026 Q2	$6.33M	Buy	77,208 +43,822	+131%	+$3.47M	0.38%	58
2026 Q1	$2.37M	Buy	33,386 +13,487	+68%	+$999K	0.18%	78
2025 Q4	$1.48M	Buy	19,899 +13,130	+194%	+$965K	0.11%	97
2025 Q3	$490K	Sell	6,769 -218	-3%	-$15.2K	0.04%	148
2025 Q2	$468K	Buy	+6,987	New	+$433K	0.04%	138

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Heck Capital Advisors's DFUS Position: Q3 2026 in Review

Heck Capital Advisors increased its Dimensional US Equity ETF (DFUS) stake by 6% in Q3 2026, buying an estimated $383K and bringing the position to 81,820 shares worth $6.79M. The position accounts for 0.37% of the portfolio, ranked #55.

Heck Capital Advisors first reported a position in DFUS in Q2 2025 and has held it in 6 quarters since. 610 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Heck Capital Advisors held 81,820 shares of Dimensional US Equity ETF worth $6.79M as of Q3 2026.
Heck Capital Advisors bought 4,612 Dimensional US Equity ETF shares in Q3 2026, an estimated $383K.
Dimensional US Equity ETF made up 0.37% of Heck Capital Advisors's portfolio in Q3 2026, its #55 holding.
Heck Capital Advisors first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 6 quarters since.
610 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Heck Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.