NPAN
DFUS

Northeast Planning Associates NH’s Dimensional US Equity ETF DFUS Stock Holding History

Northeast Planning Associates NH’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 		$484K Sell
5,901
-200
-3% -$15.8K 0.36% 38
2026
Q1 		$433K Sell
6,101
-150
-2% -$11.1K 0.29% 33
2025
Q4 		$464K Hold
6,251
– – 0.33% 32
2025
Q3 		$453K Hold
6,251
– – 0.38% 30
2025
Q2 		$419K Hold
6,251
– – 0.39% 32
2025
Q1 		$378K Hold
6,251
– – 0.31% 35
2024
Q4 		$399K Buy
+6,251
New +$401K 0.41% 30

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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 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

Northeast Planning Associates NH's DFUS Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its Dimensional US Equity ETF (DFUS) stake by 3.3% in Q2 2026, selling an estimated $15.8K and leaving 5,901 shares worth $484K. The position accounts for 0.36% of the portfolio, ranked #38.

Northeast Planning Associates NH first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Northeast Planning Associates NH held 5,901 shares of Dimensional US Equity ETF worth $484K as of Q2 2026.
  • Northeast Planning Associates NH sold 200 Dimensional US Equity ETF shares in Q2 2026, an estimated $15.8K.
  • Dimensional US Equity ETF made up 0.36% of Northeast Planning Associates NH's portfolio in Q2 2026, its #38 holding.
  • Northeast Planning Associates NH first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.