JWA
DFUS

JFS Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

JFS Wealth Advisors’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 		$109M Sell
1,333,612
-23,868
-2% -$1.89M 5.45% 3
2026
Q1 		$96.3M Sell
1,357,480
-34,838
-3% -$2.58M 5.39% 3
2025
Q4 		$103M Sell
1,392,318
-11,988
-0.9% -$881K 5.82% 3
2025
Q3 		$102M Sell
1,404,306
-7,414
-0.5% -$517K 5.95% 3
2025
Q2 		$94.6M Buy
1,411,720
+23,881
+2% +$1.48M 6.02% 3
2025
Q1 		$83.9M Sell
1,387,839
-13,334
-1% -$852K 5.68% 3
2024
Q4 		$89.3M Sell
1,401,173
-3,483
-0.2% -$223K 6.1% 3
2024
Q3 		$87.4M Sell
1,404,656
-17,551
-1% -$1.05M 5.85% 3
2024
Q2 		$83.7M Sell
1,422,207
-12,732
-0.9% -$724K 6.6% 3
2024
Q1 		$81.8M Buy
1,434,939
+17,997
+1% +$974K 6.49% 3
2023
Q4 		$73.4M Sell
1,416,942
-3,773
-0.3% -$183K 6.24% 3
2023
Q3 		$66.1M Sell
1,420,715
-9,095
-0.6% -$440K 6.24% 3
2023
Q2 		$68.9M Sell
1,429,810
-22,813
-2% -$1.04M 6.19% 3
2023
Q1 		$64.5M Sell
1,452,623
-26,450
-2% -$1.15M 6.09% 3
2022
Q4 		$61.5M Sell
1,479,073
-18,575
-1% -$777K 6.02% 3
2022
Q3 		$58.1M Sell
1,497,648
-5,008
-0.3% -$215K 6.38% 3
2022
Q2 		$61.2M Buy
1,502,656
+46,648
+3% +$2.07M 6.47% 3
2022
Q1 		$71.4M Sell
1,456,008
-7,373
-0.5% -$356K 6.74% 3
2021
Q4 		$75.7M Sell
1,463,381
-7,359
-0.5% -$370K 7.13% 2
2021
Q3 		$69.4M Sell
1,470,740
-48,310
-3% -$2.34M 7.12% 2
2021
Q2 		$71.6M Buy
+1,519,050
New +$70.8M 10.69% 1

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JFS Wealth Advisors's DFUS Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 1.8% in Q2 2026, selling an estimated $1.89M and leaving 1,333,612 shares worth $109M. The position accounts for 5.45% of the portfolio, ranked #3.

JFS Wealth Advisors first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 420 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • JFS Wealth Advisors held 1,333,612 shares of Dimensional US Equity ETF worth $109M as of Q2 2026.
  • JFS Wealth Advisors sold 23,868 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.89M.
  • Dimensional US Equity ETF made up 5.45% of JFS Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • JFS Wealth Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 420 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.