IAG
DFUS

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
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

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

Investmark Advisory Group's DFUS Position: Q2 2026 in Review

Investmark Advisory Group increased its Dimensional US Equity ETF (DFUS) stake by 1.1% in Q2 2026, buying an estimated $312K and bringing the position to 365,001 shares worth $29.9M. The position accounts for 11.36% of the portfolio, ranked #1.

Investmark Advisory Group first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Investmark Advisory Group held 365,001 shares of Dimensional US Equity ETF worth $29.9M as of Q2 2026.
  • Investmark Advisory Group bought 3,944 Dimensional US Equity ETF shares in Q2 2026, an estimated $312K.
  • Dimensional US Equity ETF made up 11.36% of Investmark Advisory Group's portfolio in Q2 2026, its #1 holding.
  • Investmark Advisory Group first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.