HIA
DFUS

HTG Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

HTG Investment 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 		$4.72M Sell
57,578
-329
-0.6% -$26K 1.21% 21
2026
Q1 		$4.11M Hold
57,907
– – 1.17% 21
2025
Q4 		$4.29M Sell
57,907
-342
-0.6% -$25.1K 1.32% 17
2025
Q3 		$4.22M Sell
58,249
-36
-0.1% -$2.51K 1.42% 18
2025
Q2 		$3.91M Sell
58,285
-251
-0.4% -$15.5K 1.45% 18
2025
Q1 		$3.54M Sell
58,536
-769
-1% -$49.1K 1.48% 17
2024
Q4 		$3.78M Sell
59,305
-753
-1% -$48.3K 1.73% 14
2024
Q3 		$3.74M Hold
60,058
– – 1.76% 14
2024
Q2 		$3.53M Hold
60,058
– – 1.91% 14
2024
Q1 		$3.42M Hold
60,058
– – 1.98% 14
2023
Q4 		$3.11M Sell
60,058
-200
-0.3% -$9.68K 2.03% 14
2023
Q3 		$2.81M Hold
60,258
– – 2.25% 13
2023
Q2 		$2.9M Sell
60,258
-212
-0.4% -$9.64K 2.4% 13
2023
Q1 		$2.69M Sell
60,470
-692
-1% -$30.1K 2.45% 12
2022
Q4 		$2.54M Buy
+61,162
New +$2.56M 2.58% 10

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

HTG Investment Advisors's DFUS Position: Q2 2026 in Review

HTG Investment Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.57% in Q2 2026, selling an estimated $26K and leaving 57,578 shares worth $4.72M. The position accounts for 1.21% of the portfolio, ranked #21.

HTG Investment Advisors first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • HTG Investment Advisors held 57,578 shares of Dimensional US Equity ETF worth $4.72M as of Q2 2026.
  • HTG Investment Advisors sold 329 Dimensional US Equity ETF shares in Q2 2026, an estimated $26K.
  • Dimensional US Equity ETF made up 1.21% of HTG Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • HTG Investment Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.