OW
DFUS

Olistico Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Olistico 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 		$285K Buy
3,474
+14
+0.4% +$1.11K 0.12% 91
2026
Q1 		$245K Buy
3,460
+12
+0.3% +$889 0.12% 89
2025
Q4 		$256K Buy
3,448
+25
+0.7% +$1.84K 0.12% 84
2025
Q3 		$248K Buy
3,423
+3
+0.1% +$209 0.13% 86
2025
Q2 		$229K Buy
3,420
+2,316
+210% +$143K 0.13% 85
2025
Q1 		$66.8K Hold
1,104
– – 0.04% 144
2024
Q4 		$70.4K Buy
1,104
+4
+0.4% +$256 0.04% 142
2024
Q3 		$68.5K Sell
1,100
-79
-7% -$4.73K 0.04% 144
2024
Q2 		$69.4K Buy
+1,179
New +$67K 0.04% 144

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
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Olistico Wealth's DFUS Position: Q2 2026 in Review

Olistico Wealth increased its Dimensional US Equity ETF (DFUS) stake by 0.4% in Q2 2026, buying an estimated $1.11K and bringing the position to 3,474 shares worth $285K. The position accounts for 0.12% of the portfolio, ranked #91.

Olistico Wealth first reported a position in DFUS in Q2 2024 and has held it in 9 quarters since. 170 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Olistico Wealth held 3,474 shares of Dimensional US Equity ETF worth $285K as of Q2 2026.
  • Olistico Wealth bought 14 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.11K.
  • Dimensional US Equity ETF made up 0.12% of Olistico Wealth's portfolio in Q2 2026, its #91 holding.
  • Olistico Wealth first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.