NL
DFUS

NorthAvenue LLC’s Dimensional US Equity ETF DFUS Stock Holding History

NorthAvenue LLC’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 		$33.5K Hold
409
– – 0.02% 91
2026
Q1 		$29K Hold
409
– – 0.02% 84
2025
Q4 		$30.3K Buy
+409
New +$30K 0.03% 86

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

NorthAvenue LLC's DFUS Position: Q2 2026 in Review

NorthAvenue LLC held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 409 shares worth $33.5K. The position accounts for 0.02% of the portfolio, ranked #91.

NorthAvenue LLC first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • NorthAvenue LLC held 409 shares of Dimensional US Equity ETF worth $33.5K as of Q2 2026.
  • NorthAvenue LLC left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.02% of NorthAvenue LLC's portfolio in Q2 2026, its #91 holding.
  • NorthAvenue LLC first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.