KPP Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

KPP 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	$17.9M	Buy	218,892 +6,059	+3%	+$479K	2.27%	7
2026 Q1	$15.1M	Buy	212,833 +15,239	+8%	+$1.13M	2.19%	6
2025 Q4	$14.7M	Buy	197,594 +12,592	+7%	+$925K	2.13%	9
2025 Q3	$13.4M	Buy	185,002 +9,678	+6%	+$674K	1.98%	11
2025 Q2	$11.8M	Buy	175,324 +9,798	+6%	+$607K	1.94%	9
2025 Q1	$10M	Buy	165,526 +66,224	+67%	+$4.23M	1.9%	8
2024 Q4	$6.33M	Buy	99,302 +3,013	+3%	+$193K	1.49%	15
2024 Q3	$5.99M	Sell	96,289 -20,063	-17%	-$1.2M	1.44%	15
2024 Q2	$6.85M	Buy	116,352 +5,785	+5%	+$329K	1.82%	12
2024 Q1	$6.3M	Buy	+110,567	New	+$5.99M	1.73%	13
2023 Q4	–	Sell	-126,209	Closed	-$5.88M	–	140
2023 Q3	$5.88M	Buy	+126,209	New	+$6.1M	1.94%	14

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

KPP Advisory Services's DFUS Position: Q2 2026 in Review

KPP Advisory Services increased its Dimensional US Equity ETF (DFUS) stake by 2.8% in Q2 2026, buying an estimated $479K and bringing the position to 218,892 shares worth $17.9M. The position accounts for 2.27% of the portfolio, ranked #7.

KPP Advisory Services first reported a position in DFUS in Q3 2023 and has held it in 11 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

KPP Advisory Services held 218,892 shares of Dimensional US Equity ETF worth $17.9M as of Q2 2026.
KPP Advisory Services bought 6,059 Dimensional US Equity ETF shares in Q2 2026, an estimated $479K.
Dimensional US Equity ETF made up 2.27% of KPP Advisory Services's portfolio in Q2 2026, its #7 holding.
KPP Advisory Services first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 11 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.