Intelligent Financial Strategies’s Dimensional US Equity ETF DFUS Stock Holding History

Intelligent Financial Strategies’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	$747K	Hold	9,115	–	–	0.36%	25
2026 Q1	$646K	Hold	9,115	–	–	0.34%	25
2025 Q4	$676K	Hold	9,115	–	–	0.33%	24
2025 Q3	$660K	Hold	9,115	–	–	0.32%	23
2025 Q2	$611K	Hold	9,115	–	–	0.32%	24
2025 Q1	$551K	Sell	9,115 -843	-8%	-$53.9K	0.29%	26
2024 Q4	$635K	Sell	9,958 -222	-2%	-$14.2K	0.35%	25
2024 Q3	$633K	Sell	10,180 -486	-5%	-$29.1K	0.35%	24
2024 Q2	$628K	Sell	10,666 -704	-6%	-$40K	0.39%	24
2024 Q1	$648K	Sell	11,370 -820	-7%	-$44.4K	0.4%	26
2023 Q4	$632K	Sell	12,190 -421	-3%	-$20.4K	0.44%	28
2023 Q3	$587K	Sell	12,611 -460	-4%	-$22.2K	0.44%	29
2023 Q2	$629K	Sell	13,071 -436	-3%	-$19.8K	0.46%	29
2023 Q1	$600K	Sell	13,507 -180	-1%	-$7.82K	0.47%	30
2022 Q4	$570K	Hold	13,687	–	–	0.48%	30
2022 Q3	$531K	Hold	13,687	–	–	0.56%	35
2022 Q2	$558K	Hold	13,687	–	–	0.57%	33
2022 Q1	$671K	Hold	13,687	–	–	0.65%	27
2021 Q4	$708K	Buy	+13,687	New	+$688K	0.64%	33

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

Intelligent Financial Strategies's DFUS Position: Q2 2026 in Review

Intelligent Financial Strategies held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 9,115 shares worth $747K. The position accounts for 0.36% of the portfolio, ranked #25.

Intelligent Financial Strategies first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Intelligent Financial Strategies held 9,115 shares of Dimensional US Equity ETF worth $747K as of Q2 2026.
Intelligent Financial Strategies left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.36% of Intelligent Financial Strategies's portfolio in Q2 2026, its #25 holding.
Intelligent Financial Strategies first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.