HSG
DFUS

Helen Stephens Group’s Dimensional US Equity ETF DFUS Stock Holding History

Helen Stephens 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 		$67.8M Buy
827,733
+76,268
+10% +$6.03M 11.52% 1
2026
Q1 		$53.3M Sell
751,465
-2,950
-0.4% -$219K 10.63% 1
2025
Q4 		$56M Buy
754,415
+26,675
+4% +$1.96M 11.75% 1
2025
Q3 		$52.7M Buy
727,740
+32,155
+5% +$2.24M 11.71% 1
2025
Q2 		$46.6M Buy
695,585
+97,886
+16% +$6.06M 11.57% 1
2025
Q1 		$36.1M Buy
597,699
+65,857
+12% +$4.21M 10.23% 1
2024
Q4 		$33.9M Buy
531,842
+516,534
+3,374% +$33.1M 10.05% 2
2024
Q3 		$952K Sell
15,308
-527
-3% -$31.6K 0.29% 45
2024
Q2 		$932K Sell
15,835
-249
-2% -$14.2K 0.32% 42
2024
Q1 		$916K Sell
16,084
-433
-3% -$23.4K 0.35% 37
2023
Q4 		$856K Sell
16,517
-1,224
-7% -$59.2K 0.38% 38
2023
Q3 		$826K Sell
17,741
-101
-0.6% -$4.88K 0.43% 33
2023
Q2 		$859K Sell
17,842
-42,557
-70% -$1.94M 0.43% 33
2023
Q1 		$2.68M Buy
60,399
+1,728
+3% +$75K 1.39% 18
2022
Q4 		$2.44M Buy
58,671
+22,328
+61% +$934K 1.46% 18
2022
Q3 		$1.41M Buy
36,343
+134
+0.4% +$5.76K 0.99% 23
2022
Q2 		$1.48M Buy
36,209
+8,055
+29% +$357K 1.05% 19
2022
Q1 		$1.38M Buy
28,154
+609
+2% +$29.4K 0.95% 18
2021
Q4 		$1.42M Buy
+27,545
New +$1.38M 1.14% 16

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

Helen Stephens Group's DFUS Position: Q2 2026 in Review

Helen Stephens Group increased its Dimensional US Equity ETF (DFUS) stake by 10% in Q2 2026, buying an estimated $6.03M and bringing the position to 827,733 shares worth $67.8M. The position accounts for 11.52% of the portfolio, ranked #1.

Helen Stephens Group first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Helen Stephens Group held 827,733 shares of Dimensional US Equity ETF worth $67.8M as of Q2 2026.
  • Helen Stephens Group bought 76,268 Dimensional US Equity ETF shares in Q2 2026, an estimated $6.03M.
  • Dimensional US Equity ETF made up 11.52% of Helen Stephens Group's portfolio in Q2 2026, its #1 holding.
  • Helen Stephens Group first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.