KBFS
DFUS

Kohmann Bosshard Financial Services’s Dimensional US Equity ETF DFUS Stock Holding History

Kohmann Bosshard Financial 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 		$500K Hold
6,097
– – 0.04% 134
2026
Q1 		$432K Sell
6,097
-669
-10% -$49.6K 0.04% 131
2025
Q4 		$502K Hold
6,766
– – 0.04% 152
2025
Q3 		$490K Sell
6,766
-141
-2% -$9.82K 0.05% 131
2025
Q2 		$463K Hold
6,907
– – 0.05% 120
2025
Q1 		$418K Hold
6,907
– – 0.05% 132
2024
Q4 		$440K Hold
6,907
– – 0.05% 119
2024
Q3 		$430K Sell
6,907
-256
-4% -$15.3K 0.05% 125
2024
Q2 		$422K Sell
7,163
-180
-2% -$10.2K 0.06% 120
2024
Q1 		$418K Sell
7,343
-187
-2% -$10.1K 0.06% 127
2023
Q4 		$390K Sell
7,530
-755
-9% -$36.5K 0.06% 122
2023
Q3 		$386K Hold
8,285
– – 0.07% 114
2023
Q2 		$399K Sell
8,285
-336
-4% -$15.3K 0.07% 115
2023
Q1 		$383K Sell
8,621
-168
-2% -$7.3K 0.07% 101
2022
Q4 		$366K Sell
8,789
-169
-2% -$7.07K 0.07% 100
2022
Q3 		$348K Sell
8,958
-94
-1% -$4.04K 0.08% 96
2022
Q2 		$369K Buy
+9,052
New +$401K 0.08% 94

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

Kohmann Bosshard Financial Services's DFUS Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 6,097 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #134.

Kohmann Bosshard Financial Services first reported a position in DFUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $502K in Q4 2025. 333 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Kohmann Bosshard Financial Services held 6,097 shares of Dimensional US Equity ETF worth $500K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.04% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #134 holding.
  • Kohmann Bosshard Financial Services first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Kohmann Bosshard Financial Services's Dimensional US Equity ETF position peaked at $502K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.