Market Street Wealth Management Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Market Street Wealth Management Advisors’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	$1.93M	Buy	23,501 +1,256	+6%	+$99.3K	0.27%	43
2026 Q1	$1.58M	Hold	22,245	–	–	0.25%	44
2025 Q4	$1.65M	Sell	22,245 -4,478	-17%	-$329K	0.26%	43
2025 Q3	$1.94M	Hold	26,723	–	–	0.31%	42
2025 Q2	$1.79M	Hold	26,723	–	–	0.29%	44
2025 Q1	$1.62M	Sell	26,723 -545	-2%	-$34.8K	0.27%	41
2024 Q4	$1.74M	Hold	27,268	–	–	0.29%	42
2024 Q3	$1.7M	Sell	27,268 -330	-1%	-$19.8K	0.28%	42
2024 Q2	$1.62M	Sell	27,598 -3,102	-10%	-$176K	0.28%	42
2024 Q1	$1.75M	Sell	30,700 -1,956	-6%	-$106K	0.31%	39
2023 Q4	$1.69M	Sell	32,656 -9,382	-22%	-$454K	0.35%	40
2023 Q3	$1.96M	Sell	42,038 -2,028	-5%	-$98.1K	0.5%	35
2023 Q2	$2.12M	Sell	44,066 -1,607	-4%	-$73.1K	0.54%	32
2023 Q1	$2.03M	Buy	45,673 +597	+1%	+$25.9K	0.53%	33
2022 Q4	$1.88M	Sell	45,076 -12,330	-21%	-$516K	0.54%	37
2022 Q3	$2.23M	Buy	57,406 +13,393	+30%	+$576K	0.71%	31
2022 Q2	$1.79M	Buy	+44,013	New	+$1.95M	0.55%	40

Other funds holding DFUS

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Market Street Wealth Management Advisors's DFUS Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Dimensional US Equity ETF (DFUS) stake by 5.6% in Q2 2026, buying an estimated $99.3K and bringing the position to 23,501 shares worth $1.93M. The position accounts for 0.27% of the portfolio, ranked #43.

Market Street Wealth Management Advisors first reported a position in DFUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.23M in Q3 2022. 602 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Market Street Wealth Management Advisors held 23,501 shares of Dimensional US Equity ETF worth $1.93M as of Q2 2026.
Market Street Wealth Management Advisors bought 1,256 Dimensional US Equity ETF shares in Q2 2026, an estimated $99.3K.
Dimensional US Equity ETF made up 0.27% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #43 holding.
Market Street Wealth Management Advisors first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 17 quarters since.
Market Street Wealth Management Advisors's Dimensional US Equity ETF position peaked at $2.23M in Q3 2022.
602 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.