Helen Stephens Group
DFUS icon

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
Q3 		$73.8M Buy
889,269
+61,536
+7% +$5.11M 11.77% 1
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

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Helen Stephens Group's DFUS Position: Q3 2026 in Review

Helen Stephens Group increased its Dimensional US Equity ETF (DFUS) stake by 7.4% in Q3 2026, buying an estimated $5.11M and bringing the position to 889,269 shares worth $73.8M. The position accounts for 11.77% of the portfolio, ranked #1.

Helen Stephens Group first reported a position in DFUS in Q4 2021 and has held it in 20 quarters since. 420 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Helen Stephens Group held 889,269 shares of Dimensional US Equity ETF worth $73.8M as of Q3 2026.
  • Helen Stephens Group bought 61,536 Dimensional US Equity ETF shares in Q3 2026, an estimated $5.11M.
  • Dimensional US Equity ETF made up 11.77% of Helen Stephens Group's portfolio in Q3 2026, its #1 holding.
  • Helen Stephens Group first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • 420 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.