HCA
DFUS

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
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

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Heck Capital Advisors increased its Dimensional US Equity ETF (DFUS) stake by 131% in Q2 2026, buying an estimated $3.47M and bringing the position to 77,208 shares worth $6.33M. The position accounts for 0.38% of the portfolio, ranked #58.

Heck Capital Advisors first reported a position in DFUS in Q2 2025 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Heck Capital Advisors held 77,208 shares of Dimensional US Equity ETF worth $6.33M as of Q2 2026.
  • Heck Capital Advisors bought 43,822 Dimensional US Equity ETF shares in Q2 2026, an estimated $3.47M.
  • Dimensional US Equity ETF made up 0.38% of Heck Capital Advisors's portfolio in Q2 2026, its #58 holding.
  • Heck Capital Advisors first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.