Kavar Capital Partners Group’s Dimensional US Equity ETF DFUS Stock Holding History

Kavar Capital Partners Group’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	$2.56M	Buy	31,260 +4	+0%	+$316	0.32%	67
2026 Q1	$2.22M	Buy	31,256 +4	+0%	+$296	0.28%	74
2025 Q4	$2.32M	Buy	31,252 +4	+0%	+$294	0.32%	63
2025 Q3	$2.26M	Buy	31,248 +4	+0%	+$279	0.3%	73
2025 Q2	$2.09M	Buy	31,244 +4	+0%	+$248	0.3%	75
2025 Q1	$1.89M	Buy	31,240 +25	+0.1%	+$1.6K	0.31%	74
2024 Q4	$1.99M	Buy	31,215 +39	+0.1%	+$2.5K	0.34%	68
2024 Q3	$1.94M	Buy	31,176 +28	+0.1%	+$1.68K	0.31%	76
2024 Q2	$1.83M	Buy	31,148 +85	+0.3%	+$4.83K	0.33%	72
2024 Q1	$1.77M	Sell	31,063 -30,935	-50%	-$1.67M	0.33%	73
2023 Q4	$3.21M	Buy	61,998 +31,139	+101%	+$1.51M	0.36%	69
2023 Q3	$1.44M	Buy	30,859 +105	+0.3%	+$5.08K	0.31%	76
2023 Q2	$1.48M	Buy	30,754 +104	+0.3%	+$4.73K	0.32%	74
2023 Q1	$1.36M	Buy	30,650 +95	+0.3%	+$4.13K	0.29%	75
2022 Q4	$1.27M	Sell	30,555 -1,496	-5%	-$62.5K	0.29%	76
2022 Q3	$1.24M	Buy	32,051 +127	+0.4%	+$5.46K	0.32%	75
2022 Q2	$1.3M	Buy	31,924 +116	+0.4%	+$5.14K	0.3%	76
2022 Q1	$1.56M	Buy	31,808 +72	+0.2%	+$3.48K	0.34%	71
2021 Q4	$1.64M	Buy	31,736 +126	+0.4%	+$6.33K	0.34%	74
2021 Q3	$1.49M	Buy	31,610 +86	+0.3%	+$4.16K	0.34%	74
2021 Q2	$1.49M	Buy	+31,524	New	+$1.47M	0.36%	73

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

Kavar Capital Partners Group's DFUS Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Dimensional US Equity ETF (DFUS) stake by 0.01% in Q2 2026, buying an estimated $316 and bringing the position to 31,260 shares worth $2.56M. The position accounts for 0.32% of the portfolio, ranked #67.

Kavar Capital Partners Group first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.21M in Q4 2023. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Kavar Capital Partners Group held 31,260 shares of Dimensional US Equity ETF worth $2.56M as of Q2 2026.
Kavar Capital Partners Group bought 4 Dimensional US Equity ETF shares in Q2 2026, an estimated $316.
Dimensional US Equity ETF made up 0.32% of Kavar Capital Partners Group's portfolio in Q2 2026, its #67 holding.
Kavar Capital Partners Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
Kavar Capital Partners Group's Dimensional US Equity ETF position peaked at $3.21M in Q4 2023.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.