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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

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. 870 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.
  • 870 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.