Milestone Asset Management Group’s Dimensional US Equity ETF DFUS Stock Holding History

Milestone Asset Management 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	$1.08M	Buy	13,154 +18	+0.1%	+$1.42K	0.54%	49
2026 Q1	$931K	Buy	13,136 +44	+0.3%	+$3.26K	0.54%	50
2025 Q4	$971K	Buy	13,092 +206	+2%	+$15.1K	0.55%	49
2025 Q3	$933K	Buy	12,886 +18	+0.1%	+$1.25K	0.59%	47
2025 Q2	$862K	Buy	12,868 +20	+0.2%	+$1.24K	0.64%	44
2025 Q1	$777K	Sell	12,848 -23	-0.2%	-$1.47K	0.7%	44
2024 Q4	$821K	Buy	+12,871	New	+$825K	0.73%	40

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

Milestone Asset Management Group's DFUS Position: Q2 2026 in Review

Milestone Asset Management Group increased its Dimensional US Equity ETF (DFUS) stake by 0.14% in Q2 2026, buying an estimated $1.42K and bringing the position to 13,154 shares worth $1.08M. The position accounts for 0.54% of the portfolio, ranked #49.

Milestone Asset Management Group first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Milestone Asset Management Group held 13,154 shares of Dimensional US Equity ETF worth $1.08M as of Q2 2026.
Milestone Asset Management Group bought 18 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.42K.
Dimensional US Equity ETF made up 0.54% of Milestone Asset Management Group's portfolio in Q2 2026, its #49 holding.
Milestone Asset Management Group first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.