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Ironwood Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Ironwood Financial’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 		$729K Hold
8,898
– – 0.11% 106
2026
Q1 		$631K Hold
8,898
– – 0.11% 106
2025
Q4 		$674K Buy
8,898
+136
+2% +$9.99K 0.11% 104
2025
Q3 		$635K Hold
8,762
– – 0.11% 106
2025
Q2 		$530K Hold
8,762
– – 0.11% 108
2025
Q1 		$530K Sell
8,762
-450
-5% -$28.8K 0.11% 108
2024
Q4 		$587K Hold
9,212
– – 0.12% 99
2024
Q3 		$573K Sell
9,212
-126
-1% -$7.54K 0.12% 98
2024
Q2 		$550K Hold
9,338
– – 0.12% 102
2024
Q1 		$532K Hold
9,338
– – 0.12% 106
2023
Q4 		$484K Sell
9,338
-852
-8% -$41.2K 0.12% 104
2023
Q3 		$474K Sell
10,190
-15
-0.1% -$725 0.13% 95
2023
Q2 		$491K Hold
10,205
– – 0.13% 96
2023
Q1 		$453K Hold
10,205
– – 0.13% 99
2022
Q4 		$425K Hold
10,205
– – 0.13% 97
2022
Q3 		$396K Hold
10,205
– – 0.13% 85
2022
Q2 		$416K Buy
+10,205
New +$452K 0.13% 85
2022
Q1 		– Sell
-10,320
Closed -$534K – 130
2021
Q4 		$534K Hold
10,320
– – 0.15% 80
2021
Q3 		$487K Hold
10,320
– – 0.14% 82
2021
Q2 		$486K Buy
+10,320
New +$481K 0.15% 79

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

Ironwood Financial's DFUS Position: Q2 2026 in Review

Ironwood Financial held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 8,898 shares worth $729K. The position accounts for 0.11% of the portfolio, ranked #106.

Ironwood Financial first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Ironwood Financial held 8,898 shares of Dimensional US Equity ETF worth $729K as of Q2 2026.
  • Ironwood Financial left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.11% of Ironwood Financial's portfolio in Q2 2026, its #106 holding.
  • Ironwood Financial first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.