MFG
DFUS

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

Mendota 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 		$22.6M Buy
276,311
+30,292
+12% +$2.4M 14.03% 1
2026
Q1 		$17.4M Buy
246,019
+5,623
+2% +$417K 12.92% 1
2025
Q4 		$17.8M Buy
240,396
+17,627
+8% +$1.3M 12.98% 1
2025
Q3 		$16.1M Buy
222,769
+14,476
+7% +$1.01M 12.05% 1
2025
Q2 		$14M Buy
208,293
+8,472
+4% +$525K 13.2% 1
2025
Q1 		$12.1M Sell
199,821
-21,813
-10% -$1.39M 13.11% 1
2024
Q4 		$14.1M Sell
221,634
-38,075
-15% -$2.44M 9.16% 2
2024
Q3 		$16.2M Buy
259,709
+31,375
+14% +$1.88M 7.72% 4
2024
Q2 		$13.4M Buy
228,334
+45,079
+25% +$2.56M 7.2% 4
2024
Q1 		$10.4M Buy
183,255
+134,467
+276% +$7.28M 6.11% 5
2023
Q4 		$2.53M Buy
+48,788
New +$2.36M 1.97% 10

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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

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

Mendota Financial Group increased its Dimensional US Equity ETF (DFUS) stake by 12% in Q2 2026, buying an estimated $2.4M and bringing the position to 276,311 shares worth $22.6M. The position accounts for 14.03% of the portfolio, ranked #1.

Mendota Financial Group first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 170 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Mendota Financial Group held 276,311 shares of Dimensional US Equity ETF worth $22.6M as of Q2 2026.
  • Mendota Financial Group bought 30,292 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.4M.
  • Dimensional US Equity ETF made up 14.03% of Mendota Financial Group's portfolio in Q2 2026, its #1 holding.
  • Mendota Financial Group first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.