KFAS
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Keating Financial Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

Keating Financial Advisory Services’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 		$195K Hold
2,383
– – 0.03% 356
2026
Q1 		$169K Hold
2,383
– – 0.03% 357
2025
Q4 		$177K Buy
+2,383
New +$175K 0.02% 389

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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

Keating Financial Advisory Services's DFUS Position: Q2 2026 in Review

Keating Financial Advisory Services held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 2,383 shares worth $195K. The position accounts for 0.03% of the portfolio, ranked #356.

Keating Financial Advisory Services first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Keating Financial Advisory Services held 2,383 shares of Dimensional US Equity ETF worth $195K as of Q2 2026.
  • Keating Financial Advisory Services left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.03% of Keating Financial Advisory Services's portfolio in Q2 2026, its #356 holding.
  • Keating Financial Advisory Services first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.