IRP
DFUS

Investment Research Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Investment Research Partners’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 		$1.17M Hold
14,328
– – 0.4% 55
2026
Q1 		$1.02M Buy
14,328
+16
+0.1% +$1.19K 0.41% 55
2025
Q4 		$1.06M Sell
14,312
-1,155
-7% -$84.9K 0.46% 51
2025
Q3 		$1.15M Buy
+15,467
New +$1.08M 0.52% 43

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
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
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investment Research Partners's DFUS Position: Q2 2026 in Review

Investment Research Partners held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 14,328 shares worth $1.17M. The position accounts for 0.4% of the portfolio, ranked #55.

Investment Research Partners first reported a position in DFUS in Q3 2025 and has held it in 4 quarters since. 719 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Investment Research Partners held 14,328 shares of Dimensional US Equity ETF worth $1.17M as of Q2 2026.
  • Investment Research Partners left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.4% of Investment Research Partners's portfolio in Q2 2026, its #55 holding.
  • Investment Research Partners first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 719 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.