Mustard Seed Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Mustard Seed Financial’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	Sell	14,393 -54	-0.4%	-$4.27K	0.61%	33
2026 Q1	$1.02M	Buy	14,447 +1,066	+8%	+$79K	0.61%	33
2025 Q4	$992K	Sell	13,381 -403	-3%	-$29.6K	0.62%	37
2025 Q3	$998K	Buy	13,784 +1	+0%	+$70	0.64%	34
2025 Q2	$924K	Buy	13,783 +1	+0%	+$62	0.67%	32
2025 Q1	$834K	Sell	13,782 -32	-0.2%	-$2.04K	0.67%	32
2024 Q4	$881K	Sell	13,814 -412	-3%	-$26.4K	0.72%	34
2024 Q3	$885K	Sell	14,226 -168	-1%	-$10.1K	0.73%	31
2024 Q2	$847K	Sell	14,394 -211	-1%	-$12K	0.81%	29
2024 Q1	$832K	Sell	14,605 -585	-4%	-$31.7K	0.83%	29
2023 Q4	$787K	Buy	+15,190	New	+$735K	0.89%	29

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

Mustard Seed Financial's DFUS Position: Q2 2026 in Review

Mustard Seed Financial reduced its Dimensional US Equity ETF (DFUS) stake by 0.37% in Q2 2026, selling an estimated $4.27K and leaving 14,393 shares worth $1.18M. The position accounts for 0.61% of the portfolio, ranked #33.

Mustard Seed Financial first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Mustard Seed Financial held 14,393 shares of Dimensional US Equity ETF worth $1.18M as of Q2 2026.
Mustard Seed Financial sold 54 Dimensional US Equity ETF shares in Q2 2026, an estimated $4.27K.
Dimensional US Equity ETF made up 0.61% of Mustard Seed Financial's portfolio in Q2 2026, its #33 holding.
Mustard Seed Financial first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.