N.E.W. Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

N.E.W. Advisory Services’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	$11.9K	Hold	145	–	–	﹤0.01%	623
2026 Q1	$10.3K	Hold	145	–	–	﹤0.01%	626
2025 Q4	$10.8K	Hold	145	–	–	﹤0.01%	600
2025 Q3	$10.5K	Hold	145	–	–	﹤0.01%	572
2025 Q2	$9.72K	Sell	145 -145	-50%	-$8.98K	﹤0.01%	574
2025 Q1	$17.5K	Buy	+290	New	+$18.5K	﹤0.01%	515

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

N.E.W. Advisory Services's DFUS Position: Q2 2026 in Review

N.E.W. Advisory Services held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 145 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

N.E.W. Advisory Services first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.5K in Q1 2025. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

N.E.W. Advisory Services held 145 shares of Dimensional US Equity ETF worth $11.9K as of Q2 2026.
N.E.W. Advisory Services left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #623 holding.
N.E.W. Advisory Services first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Dimensional US Equity ETF position peaked at $17.5K in Q1 2025.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.