IFG
DFUS

Independent Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Independent Financial 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
Q2 		$2.04M Buy
24,848
+1,001
+4% +$79.2K 0.04% 446
2026
Q1 		$1.69M Sell
23,847
-100
-0.4% -$7.41K 0.04% 442
2025
Q4 		$1.78M Sell
23,947
-373
-2% -$27.4K 0.04% 423
2025
Q3 		$1.76M Buy
24,320
+4
+0% +$279 0.04% 421
2025
Q2 		$1.63M Buy
24,316
+1,773
+8% +$110K 0.04% 395
2025
Q1 		$1.36M Hold
22,543
– – 0.05% 391
2024
Q4 		$1.44M Sell
22,543
-295
-1% -$18.9K 0.05% 380
2024
Q3 		$1.42M Buy
22,838
+467
+2% +$28K 0.05% 353
2024
Q2 		$1.32M Hold
22,371
– – 0.05% 331
2024
Q1 		$1.27M Hold
22,371
– – 0.06% 319
2023
Q4 		$1.16M Buy
22,371
+2,154
+11% +$104K 0.06% 322
2023
Q3 		$941K Buy
20,217
+1,342
+7% +$64.9K 0.06% 331
2023
Q2 		$909K Buy
18,875
+120
+0.6% +$5.46K 0.06% 332
2023
Q1 		$833K Hold
18,755
– – 0.07% 325
2022
Q4 		$780K Sell
18,755
-558
-3% -$23.3K 0.07% 310
2022
Q3 		$750K Buy
19,313
+1,929
+11% +$82.9K 0.07% 296
2022
Q2 		$708K Hold
17,384
– – 0.08% 294
2022
Q1 		$852K Buy
17,384
+201
+1% +$9.72K 0.07% 299
2021
Q4 		$888K Buy
17,183
+2,439
+17% +$123K 0.07% 278
2021
Q3 		$695K Buy
14,744
+916
+7% +$44.3K 0.07% 291
2021
Q2 		$652K Buy
+13,828
New +$645K 0.07% 302

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

Independent Financial Group's DFUS Position: Q2 2026 in Review

Independent Financial Group increased its Dimensional US Equity ETF (DFUS) stake by 4.2% in Q2 2026, buying an estimated $79.2K and bringing the position to 24,848 shares worth $2.04M. The position accounts for 0.04% of the portfolio, ranked #446.

Independent Financial Group first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Independent Financial Group held 24,848 shares of Dimensional US Equity ETF worth $2.04M as of Q2 2026.
  • Independent Financial Group bought 1,001 Dimensional US Equity ETF shares in Q2 2026, an estimated $79.2K.
  • Dimensional US Equity ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #446 holding.
  • Independent Financial Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.