KFG
DFUS

Kelly Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Kelly Financial 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 		$694K Sell
8,466
-13
-0.2% -$1.03K 0.15% 48
2026
Q1 		$601K Buy
8,479
+764
+10% +$56.6K 0.15% 47
2025
Q4 		$572K Buy
7,715
+137
+2% +$10.1K 0.15% 45
2025
Q3 		$549K Sell
7,578
-290
-4% -$20.2K 0.15% 46
2025
Q2 		$527K Buy
7,868
+1,581
+25% +$97.9K 0.15% 48
2025
Q1 		$380K Buy
+6,287
New +$402K 0.12% 54

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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Kelly Financial Group's DFUS Position: Q2 2026 in Review

Kelly Financial Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.15% in Q2 2026, selling an estimated $1.03K and leaving 8,466 shares worth $694K. The position accounts for 0.15% of the portfolio, ranked #48.

Kelly Financial Group first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Kelly Financial Group held 8,466 shares of Dimensional US Equity ETF worth $694K as of Q2 2026.
  • Kelly Financial Group sold 13 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.03K.
  • Dimensional US Equity ETF made up 0.15% of Kelly Financial Group's portfolio in Q2 2026, its #48 holding.
  • Kelly Financial Group first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 285 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.