NRW
DFUS

Nova R Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Nova R Wealth’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 		$5.88M Buy
71,720
+2,735
+4% +$216K 1.71% 16
2026
Q1 		$4.89M Buy
68,985
+43,050
+166% +$3.19M 1.56% 16
2025
Q4 		$1.92M Buy
+25,935
New +$1.91M 0.7% 32

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
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
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Nova R Wealth's DFUS Position: Q2 2026 in Review

Nova R Wealth increased its Dimensional US Equity ETF (DFUS) stake by 4% in Q2 2026, buying an estimated $216K and bringing the position to 71,720 shares worth $5.88M. The position accounts for 1.71% of the portfolio, ranked #16.

Nova R Wealth first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Nova R Wealth held 71,720 shares of Dimensional US Equity ETF worth $5.88M as of Q2 2026.
  • Nova R Wealth bought 2,735 Dimensional US Equity ETF shares in Q2 2026, an estimated $216K.
  • Dimensional US Equity ETF made up 1.71% of Nova R Wealth's portfolio in Q2 2026, its #16 holding.
  • Nova R Wealth first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.