OFP
DFUS

OLIO Financial Planning’s Dimensional US Equity ETF DFUS Stock Holding History

OLIO Financial Planning’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 		$73.5M Buy
896,829
+14,241
+2% +$1.13M 18.23% 2
2026
Q1 		$62.6M Buy
882,588
+26,346
+3% +$1.95M 17.34% 2
2025
Q4 		$63.5M Buy
856,242
+31,450
+4% +$2.31M 17.81% 1
2025
Q3 		$59.7M Buy
824,792
+14,883
+2% +$1.04M 17.53% 1
2025
Q2 		$54.3M Buy
809,909
+49,526
+7% +$3.07M 17.12% 1
2025
Q1 		$46M Buy
760,383
+95,197
+14% +$6.08M 15.89% 2
2024
Q4 		$42.4M Buy
665,186
+463,492
+230% +$29.7M 14.89% 2
2024
Q3 		$10.5M Buy
201,694
+993
+0.5% +$59.5K 4.41% 6
2024
Q2 		$10.4M Sell
200,701
-993
-0.5% -$56.5K 4.4% 6
2024
Q1 		$10.5M Sell
201,694
-3,142
-2% -$170K 4.41% 6
2023
Q4 		$10.7M Buy
204,836
+35,913
+21% +$1.74M 4.46% 6
2023
Q3 		$7.86M Buy
168,923
+18,007
+12% +$871K 3.69% 7
2023
Q2 		$7.27M Buy
150,916
+19,639
+15% +$893K 3.45% 7
2023
Q1 		$5.83M Buy
131,277
+18,888
+17% +$820K 3.02% 9
2022
Q4 		$4.65M Buy
112,389
+25,095
+29% +$1.05M 2.53% 11
2022
Q3 		$3.39M Buy
87,294
+28,986
+50% +$1.25M 2.01% 12
2022
Q2 		$2.38M Buy
58,308
+23,494
+67% +$1.04M 1.33% 14
2022
Q1 		$1.71M Buy
+34,814
New +$1.68M 0.98% 15

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

OLIO Financial Planning's DFUS Position: Q2 2026 in Review

OLIO Financial Planning increased its Dimensional US Equity ETF (DFUS) stake by 1.6% in Q2 2026, buying an estimated $1.13M and bringing the position to 896,829 shares worth $73.5M. The position accounts for 18.23% of the portfolio, ranked #2.

OLIO Financial Planning first reported a position in DFUS in Q1 2022 and has held it in 18 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • OLIO Financial Planning held 896,829 shares of Dimensional US Equity ETF worth $73.5M as of Q2 2026.
  • OLIO Financial Planning bought 14,241 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.13M.
  • Dimensional US Equity ETF made up 18.23% of OLIO Financial Planning's portfolio in Q2 2026, its #2 holding.
  • OLIO Financial Planning first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.