Integrated Advisors Network
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Integrated Advisors Network’s Dimensional US Equity ETF DFUS Stock Holding History

Integrated Advisors Network’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 		$2.19M Sell
26,318
-416
-2% -$34.5K 0.1% 201
2026
Q2 		$2.19M Sell
26,734
-299
-1% -$23.6K 0.1% 198
2026
Q1 		$1.92M Buy
27,033
+525
+2% +$38.9K 0.1% 204
2025
Q4 		$1.97M Sell
26,508
-1,507
-5% -$111K 0.09% 234
2025
Q3 		$2.03M Buy
28,015
+4,291
+18% +$299K 0.09% 239
2025
Q2 		$1.59M Buy
23,724
+276
+1% +$17.1K 0.07% 278
2025
Q1 		$1.42M Sell
23,448
-6,334
-21% -$405K 0.07% 265
2024
Q4 		$1.9M Buy
29,782
+1,078
+4% +$69.1K 0.09% 211
2024
Q3 		$1.79M Sell
28,704
-282
-1% -$16.9K 0.08% 228
2024
Q2 		$1.71M Buy
28,986
+1,551
+6% +$88.2K 0.09% 219
2024
Q1 		$1.56M Buy
27,435
+1,522
+6% +$82.4K 0.08% 242
2023
Q4 		$1.34M Sell
25,913
-3,326
-11% -$161K 0.08% 246
2023
Q3 		$1.36M Buy
29,239
+3,672
+14% +$178K 0.08% 233
2023
Q2 		$1.23M Buy
25,567
+263
+1% +$12K 0.07% 251
2023
Q1 		$1.12M Buy
25,304
+3,459
+16% +$150K 0.07% 268
2022
Q4 		$909K Buy
21,845
+4,265
+24% +$178K 0.06% 310
2022
Q3 		$682K Hold
17,580
– – 0.05% 339
2022
Q2 		$716K Hold
17,580
– – 0.05% 339
2022
Q1 		$862K Sell
17,580
-324
-2% -$15.7K 0.05% 334
2021
Q4 		$926K Sell
17,904
-195
-1% -$9.8K 0.05% 301
2021
Q3 		$854K Sell
18,099
-3,248
-15% -$157K 0.06% 295
2021
Q2 		$1.01M Buy
+21,347
New +$995K 0.07% 224

Other funds holding DFUS

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 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

Integrated Advisors Network's DFUS Position: Q3 2026 in Review

Integrated Advisors Network reduced its Dimensional US Equity ETF (DFUS) stake by 1.6% in Q3 2026, selling an estimated $34.5K and leaving 26,318 shares worth $2.19M. The position accounts for 0.1% of the portfolio, ranked #201.

Integrated Advisors Network first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.19M in Q2 2026. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Integrated Advisors Network held 26,318 shares of Dimensional US Equity ETF worth $2.19M as of Q3 2026.
  • Integrated Advisors Network sold 416 Dimensional US Equity ETF shares in Q3 2026, an estimated $34.5K.
  • Dimensional US Equity ETF made up 0.1% of Integrated Advisors Network's portfolio in Q3 2026, its #201 holding.
  • Integrated Advisors Network first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
  • Integrated Advisors Network's Dimensional US Equity ETF position peaked at $2.19M in Q2 2026.
  • 304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.