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Herold Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Herold 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 		$12.8M Buy
154,403
+5,544
+4% +$460K 2.5% 4
2026
Q2 		$12.2M Buy
148,859
+16,774
+13% +$1.33M 2.41% 5
2026
Q1 		$9.37M Buy
132,085
+16,213
+14% +$1.2M 2.06% 7
2025
Q4 		$8.59M Buy
115,872
+14,036
+14% +$1.03M 1.92% 8
2025
Q3 		$7.38M Buy
101,836
+16,637
+20% +$1.16M 1.71% 10
2025
Q2 		$5.71M Sell
85,199
-4,701
-5% -$291K 1.2% 19
2025
Q1 		$5.44M Buy
89,900
+14,910
+20% +$953K 1.19% 17
2024
Q4 		$4.78M Buy
74,990
+6,823
+10% +$437K 1.04% 22
2024
Q3 		$4.24M Buy
68,167
+6,122
+10% +$367K 0.92% 23
2024
Q2 		$3.65M Buy
62,045
+19,458
+46% +$1.11M 0.84% 27
2024
Q1 		$2.43M Buy
42,587
+34,611
+434% +$1.87M 0.59% 48
2023
Q4 		$413K Buy
7,976
+1,481
+23% +$71.7K 0.11% 179
2023
Q3 		$302K Buy
+6,495
New +$314K 0.09% 199
2022
Q4 		– Sell
-6,270
Closed -$243K – 206
2022
Q3 		$243K Hold
6,270
– – 0.12% 163
2022
Q2 		$255K Hold
6,270
– – 0.11% 167
2022
Q1 		$307K Hold
6,270
– – 0.11% 160
2021
Q4 		$324K Buy
+6,270
New +$315K 0.13% 156

Other funds holding DFUS

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Herold Advisors's DFUS Position: Q3 2026 in Review

Herold Advisors increased its Dimensional US Equity ETF (DFUS) stake by 3.7% in Q3 2026, buying an estimated $460K and bringing the position to 154,403 shares worth $12.8M. The position accounts for 2.5% of the portfolio, ranked #4.

Herold Advisors first reported a position in DFUS in Q4 2021 and has held it in 17 quarters since. 186 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Herold Advisors held 154,403 shares of Dimensional US Equity ETF worth $12.8M as of Q3 2026.
  • Herold Advisors bought 5,544 Dimensional US Equity ETF shares in Q3 2026, an estimated $460K.
  • Dimensional US Equity ETF made up 2.5% of Herold Advisors's portfolio in Q3 2026, its #4 holding.
  • Herold Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 17 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.