Moisand Fitzgerald Tamayo’s Dimensional US Equity ETF DFUS Stock Holding History

Moisand Fitzgerald Tamayo’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	$3.36M	Buy	40,988 +338	+0.8%	+$26.7K	0.33%	29
2026 Q1	$2.88M	Sell	40,650 -134	-0.3%	-$9.93K	0.31%	28
2025 Q4	$3.02M	Sell	40,784 -620	-1%	-$45.6K	0.34%	28
2025 Q3	$3M	Sell	41,404 -1,216	-3%	-$84.7K	0.35%	27
2025 Q2	$2.86M	Sell	42,620 -475	-1%	-$29.4K	0.36%	26
2025 Q1	$2.61M	Sell	43,095 -1,445	-3%	-$92.3K	0.36%	29
2024 Q4	$2.84M	Sell	44,540 -2,511	-5%	-$161K	0.4%	29
2024 Q3	$2.93M	Sell	47,051 -1,319	-3%	-$79K	0.4%	29
2024 Q2	$2.85M	Sell	48,370 -1,037	-2%	-$59K	0.43%	29
2024 Q1	$2.82M	Sell	49,407 -4,337	-8%	-$235K	0.43%	28
2023 Q4	$2.79M	Sell	53,744 -3,697	-6%	-$179K	0.48%	30
2023 Q3	$2.67M	Sell	57,441 -2,180	-4%	-$105K	0.56%	27
2023 Q2	$2.87M	Sell	59,621 -1,498	-2%	-$68.1K	0.59%	28
2023 Q1	$2.72M	Buy	61,119 +5,537	+10%	+$240K	0.58%	29
2022 Q4	$2.31M	Buy	55,582 +16,535	+42%	+$691K	0.53%	32
2022 Q3	$1.52M	Buy	39,047 +12,164	+45%	+$523K	0.42%	36
2022 Q2	$1.09M	Buy	+26,883	New	+$1.19M	0.29%	42

Other funds holding DFUS

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

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

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 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

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DFUS Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Dimensional US Equity ETF (DFUS) stake by 0.83% in Q2 2026, buying an estimated $26.7K and bringing the position to 40,988 shares worth $3.36M. The position accounts for 0.33% of the portfolio, ranked #29.

Moisand Fitzgerald Tamayo first reported a position in DFUS in Q2 2022 and has held it in 17 quarters since. 224 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Moisand Fitzgerald Tamayo held 40,988 shares of Dimensional US Equity ETF worth $3.36M as of Q2 2026.
Moisand Fitzgerald Tamayo bought 338 Dimensional US Equity ETF shares in Q2 2026, an estimated $26.7K.
Dimensional US Equity ETF made up 0.33% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #29 holding.
Moisand Fitzgerald Tamayo first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 17 quarters since.
224 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.