IAG
DFUS

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

Investment 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 		$17.3M Buy
211,439
+10,421
+5% +$824K 3.76% 5
2026
Q1 		$14.3M Buy
201,018
+16,283
+9% +$1.21M 3.62% 5
2025
Q4 		$13.7M Buy
184,735
+8,274
+5% +$608K 3.53% 6
2025
Q3 		$12.8M Buy
176,461
+15,835
+10% +$1.1M 3.48% 6
2025
Q2 		$10.8M Buy
160,626
+9,410
+6% +$583K 3.26% 6
2025
Q1 		$9.15M Buy
151,216
+17,618
+13% +$1.13M 3.06% 6
2024
Q4 		$8.52M Buy
133,598
+18,242
+16% +$1.17M 2.85% 6
2024
Q3 		$7.18M Buy
115,356
+21,079
+22% +$1.26M 2.49% 7
2024
Q2 		$5.55M Buy
94,277
+22,386
+31% +$1.27M 2.14% 10
2024
Q1 		$4.1M Buy
71,891
+17,215
+31% +$932K 1.69% 17
2023
Q4 		$2.83M Buy
54,676
+14,076
+35% +$681K 1.3% 20
2023
Q3 		$1.89M Buy
40,600
+2,933
+8% +$142K 0.98% 24
2023
Q2 		$1.81M Buy
37,667
+3,850
+11% +$175K 0.93% 28
2023
Q1 		$1.5M Buy
33,817
+1,428
+4% +$62K 0.86% 33
2022
Q4 		$1.35M Sell
32,389
-940
-3% -$39.3K 0.83% 32
2022
Q3 		$1.29M Buy
33,329
+1,409
+4% +$60.6K 0.9% 31
2022
Q2 		$1.3M Buy
31,920
+2,347
+8% +$104K 0.89% 30
2022
Q1 		$1.45M Sell
29,573
-543
-2% -$26.2K 0.88% 32
2021
Q4 		$1.47M Buy
+30,116
New +$1.51M 0.94% 28

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

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

Investment Advisory Group increased its Dimensional US Equity ETF (DFUS) stake by 5.2% in Q2 2026, buying an estimated $824K and bringing the position to 211,439 shares worth $17.3M. The position accounts for 3.76% of the portfolio, ranked #5.

Investment 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.

  • Investment Advisory Group held 211,439 shares of Dimensional US Equity ETF worth $17.3M as of Q2 2026.
  • Investment Advisory Group bought 10,421 Dimensional US Equity ETF shares in Q2 2026, an estimated $824K.
  • Dimensional US Equity ETF made up 3.76% of Investment Advisory Group's portfolio in Q2 2026, its #5 holding.
  • Investment 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 Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.