Investmark Advisory Group’s Dimensional US Equity ETF DFUS Stock Holding History

Investmark Advisory 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 Q3	$31.7M	Buy	381,295 +16,294	+4%	+$1.35M	10.27%	1
2026 Q2	$29.9M	Buy	365,001 +3,944	+1%	+$312K	11.36%	1
2026 Q1	$25.6M	Buy	361,057 +1,061	+0.3%	+$78.6K	10.96%	1
2025 Q4	$26.7M	Buy	359,996 +1,543	+0.4%	+$113K	11.37%	1
2025 Q3	$26M	Buy	358,453 +132,923	+59%	+$9.26M	11.26%	1
2025 Q2	$15.1M	Sell	225,530 -21,546	-9%	-$1.33M	7.08%	2
2025 Q1	$14.9M	Buy	247,076 +2,390	+1%	+$153K	7.38%	2
2024 Q4	$15.6M	Buy	244,686 +5,819	+2%	+$373K	7.65%	2
2024 Q3	$14.9M	Buy	238,867 +2,806	+1%	+$168K	7.21%	2
2024 Q2	$13.9M	Buy	236,061 +12,043	+5%	+$685K	7.41%	2
2024 Q1	$12.8M	Buy	224,018 +3,458	+2%	+$187K	7%	2
2023 Q4	$11.4M	Buy	220,560 +9,983	+5%	+$483K	6.7%	2
2023 Q3	$9.8M	Sell	210,577 -2,038	-1%	-$98.6K	6.64%	2
2023 Q2	$10.2M	Buy	212,615 +9,686	+5%	+$441K	6.83%	2
2023 Q1	$9.02M	Buy	202,929 +12,449	+7%	+$541K	6.62%	2
2022 Q4	$7.93M	Buy	190,480 +661	+0.3%	+$27.6K	5.88%	2
2022 Q3	$7.37M	Buy	189,819 +16,857	+10%	+$725K	6.62%	2
2022 Q2	$7.05M	Buy	172,962 +24,654	+17%	+$1.09M	6.97%	2
2022 Q1	$7.27M	Buy	148,308 +10,771	+8%	+$521K	7.5%	1
2021 Q4	$7.11M	Buy	+137,537	New	+$6.91M	6.65%	2

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

Investmark Advisory Group's DFUS Position: Q3 2026 in Review

Investmark Advisory Group increased its Dimensional US Equity ETF (DFUS) stake by 4.5% in Q3 2026, buying an estimated $1.35M and bringing the position to 381,295 shares worth $31.7M. The position accounts for 10.27% of the portfolio, ranked #1.

Investmark Advisory Group first reported a position in DFUS in Q4 2021 and has held it in 20 quarters since. 415 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Investmark Advisory Group held 381,295 shares of Dimensional US Equity ETF worth $31.7M as of Q3 2026.
Investmark Advisory Group bought 16,294 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.35M.
Dimensional US Equity ETF made up 10.27% of Investmark Advisory Group's portfolio in Q3 2026, its #1 holding.
Investmark Advisory Group first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 20 quarters since.
415 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.