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DFUS

NewEdge Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

NewEdge Advisors’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 		$5.38M Sell
65,694
-19,333
-23% -$1.53M 0.02% 745
2026
Q1 		$6.03M Sell
85,027
-334
-0.4% -$24.8K 0.02% 621
2025
Q4 		$6.33M Sell
85,361
-24,943
-23% -$1.83M 0.02% 576
2025
Q3 		$7.99M Buy
110,304
+15,370
+16% +$1.07M 0.04% 462
2025
Q2 		$6.36M Sell
94,934
-3,219
-3% -$199K 0.03% 495
2025
Q1 		$5.94M Sell
98,153
-56,772
-37% -$3.63M 0.04% 455
2024
Q4 		$9.88M Buy
154,925
+13,461
+10% +$863K 0.06% 314
2024
Q3 		$8.8M Buy
141,464
+125,991
+814% +$7.54M 0.06% 327
2024
Q2 		$911K Buy
15,473
+433
+3% +$24.6K 0.01% 1120
2024
Q1 		$857K Buy
15,040
+3,928
+35% +$213K 0.01% 1071
2023
Q4 		$584K Buy
11,112
+56
+0.5% +$2.71K 0.01% 1204
2023
Q3 		$515K Buy
11,056
+1,394
+14% +$67.4K 0.01% 1154
2023
Q2 		$465K Buy
9,662
+9,131
+1,720% +$415K 0.01% 1228
2023
Q1 		$23.6K Sell
531
-2,462
-82% -$107K ﹤0.01% 2282
2022
Q4 		$125K Buy
+2,993
New +$125K ﹤0.01% 1357

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

NewEdge Advisors's DFUS Position: Q2 2026 in Review

NewEdge Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 23% in Q2 2026, selling an estimated $1.53M and leaving 65,694 shares worth $5.38M. The position accounts for 0.02% of the portfolio, ranked #745.

NewEdge Advisors first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.88M in Q4 2024. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • NewEdge Advisors held 65,694 shares of Dimensional US Equity ETF worth $5.38M as of Q2 2026.
  • NewEdge Advisors sold 19,333 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.53M.
  • Dimensional US Equity ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #745 holding.
  • NewEdge Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Dimensional US Equity ETF position peaked at $9.88M in Q4 2024.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.