KF
DFUS

K2 Financial’s Dimensional US Equity ETF DFUS Stock Holding History

K2 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 		$1.59M Sell
19,380
-2,288
-11% -$181K 1.13% 31
2026
Q1 		$1.68M Buy
21,668
+121
+0.6% +$8.97K 1.22% 29
2025
Q4 		$1.62M Sell
21,547
-1,041
-5% -$76.5K 1.25% 29
2025
Q3 		$1.63M Sell
22,588
-72
-0.3% -$5.02K 1.31% 26
2025
Q2 		$1.53M Buy
22,660
+441
+2% +$27.3K 1.35% 24
2025
Q1 		$1.23M Buy
22,219
+662
+3% +$42.3K 1.21% 27
2024
Q4 		$1.36M Buy
+21,557
New +$1.38M 1.36% 23

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

K2 Financial's DFUS Position: Q2 2026 in Review

K2 Financial reduced its Dimensional US Equity ETF (DFUS) stake by 11% in Q2 2026, selling an estimated $181K and leaving 19,380 shares worth $1.59M. The position accounts for 1.13% of the portfolio, ranked #31.

K2 Financial first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q1 2026. 254 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • K2 Financial held 19,380 shares of Dimensional US Equity ETF worth $1.59M as of Q2 2026.
  • K2 Financial sold 2,288 Dimensional US Equity ETF shares in Q2 2026, an estimated $181K.
  • Dimensional US Equity ETF made up 1.13% of K2 Financial's portfolio in Q2 2026, its #31 holding.
  • K2 Financial first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • K2 Financial's Dimensional US Equity ETF position peaked at $1.68M in Q1 2026.
  • 254 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.