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

Highland Investment Advisors LLC’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	$1.66M	Buy	+20,201	New	+$1.6M	0.72%	18

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

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Highland Investment Advisors LLC's DFUS Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 20,201 shares worth $1.66M. The stake represents 0.72% of the portfolio and ranks #18 among its holdings.

750 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Highland Investment Advisors LLC held 20,201 shares of Dimensional US Equity ETF worth $1.66M as of Q2 2026.
Dimensional US Equity ETF was a new Highland Investment Advisors LLC position in Q2 2026.
Dimensional US Equity ETF made up 0.72% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #18 holding.
750 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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