Jones Financial Companies’s Dimensional US Equity ETF DFUS Stock Holding History

Jones Financial Companies’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	$21.2M	Buy	264,867 +75,272	+40%	+$5.95M	0.01%	650
2026 Q1	$13.1M	Buy	189,595 +9,220	+5%	+$683K	0.01%	732
2025 Q4	$13.4M	Buy	180,375 +35,361	+24%	+$2.6M	0.01%	398
2025 Q3	$10.4M	Buy	145,014 +70,608	+95%	+$4.92M	0.01%	402
2025 Q2	$4.97M	Buy	74,406 +48,608	+188%	+$3.01M	﹤0.01%	498
2025 Q1	$1.55M	Buy	25,798 +3,601	+16%	+$230K	﹤0.01%	727
2024 Q4	$1.42M	Buy	22,197 +3,938	+22%	+$252K	﹤0.01%	651
2024 Q3	$1.13M	Buy	18,259 +8,754	+92%	+$524K	﹤0.01%	578
2024 Q2	$559K	Buy	+9,505	New	+$540K	﹤0.01%	538

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Jones Financial Companies's DFUS Position: Q2 2026 in Review

Jones Financial Companies increased its Dimensional US Equity ETF (DFUS) stake by 40% in Q2 2026, buying an estimated $5.95M and bringing the position to 264,867 shares worth $21.2M. The position accounts for 0.01% of the portfolio, ranked #650.

Jones Financial Companies first reported a position in DFUS in Q2 2024 and has held it in 9 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Jones Financial Companies held 264,867 shares of Dimensional US Equity ETF worth $21.2M as of Q2 2026.
Jones Financial Companies bought 75,272 Dimensional US Equity ETF shares in Q2 2026, an estimated $5.95M.
Dimensional US Equity ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #650 holding.
Jones Financial Companies first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 9 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.