HMV Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

HMV Wealth 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	$3.76M	Buy	45,870 +40,600	+770%	+$3.21M	1.46%	20
2026 Q1	$374K	Sell	5,270 -1,025	-16%	-$76K	0.18%	62
2025 Q4	$467K	Hold	6,295	–	–	0.23%	51
2025 Q3	$456K	Hold	6,295	–	–	0.25%	54
2025 Q2	$422K	Hold	6,295	–	–	0.28%	55
2025 Q1	$381K	Buy	+6,295	New	+$402K	0.3%	59

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

HMV Wealth Advisors's DFUS Position: Q2 2026 in Review

HMV Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 770% in Q2 2026, buying an estimated $3.21M and bringing the position to 45,870 shares worth $3.76M. The position accounts for 1.46% of the portfolio, ranked #20.

HMV Wealth Advisors first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

HMV Wealth Advisors held 45,870 shares of Dimensional US Equity ETF worth $3.76M as of Q2 2026.
HMV Wealth Advisors bought 40,600 Dimensional US Equity ETF shares in Q2 2026, an estimated $3.21M.
Dimensional US Equity ETF made up 1.46% of HMV Wealth Advisors's portfolio in Q2 2026, its #20 holding.
HMV Wealth Advisors first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.