Montz Harcus Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Montz Harcus Wealth Management’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	$1.18M	Buy	14,451 +36	+0.2%	+$2.85K	0.42%	32
2026 Q1	$1.02M	Buy	14,415 +34	+0.2%	+$2.52K	0.41%	31
2025 Q4	$1.07M	Buy	14,381 +31	+0.2%	+$2.28K	0.43%	29
2025 Q3	$1.04M	Buy	14,350 +36	+0.3%	+$2.51K	0.45%	28
2025 Q2	$959K	Buy	14,314 +138	+1%	+$8.54K	0.46%	26
2025 Q1	$857K	Buy	+14,176	New	+$906K	0.47%	26

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

Montz Harcus Wealth Management's DFUS Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.25% in Q2 2026, buying an estimated $2.85K and bringing the position to 14,451 shares worth $1.18M. The position accounts for 0.42% of the portfolio, ranked #32.

Montz Harcus Wealth Management first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Montz Harcus Wealth Management held 14,451 shares of Dimensional US Equity ETF worth $1.18M as of Q2 2026.
Montz Harcus Wealth Management bought 36 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.85K.
Dimensional US Equity ETF made up 0.42% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #32 holding.
Montz Harcus Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.