OneDigital Investment Advisors
DFUS icon

OneDigital Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

OneDigital Investment Advisors’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 		$27.9M Buy
340,267
+39,801
+13% +$3.15M 0.24% 85
2026
Q1 		$21.3M Buy
300,466
+14,714
+5% +$1.09M 0.21% 99
2025
Q4 		$21.2M Buy
285,752
+63,616
+29% +$4.67M 0.21% 99
2025
Q3 		$16.1M Buy
222,136
+76,311
+52% +$5.32M 0.17% 122
2025
Q2 		$9.77M Buy
145,825
+56,092
+63% +$3.47M 0.11% 161
2025
Q1 		$5.43M Buy
89,733
+6,510
+8% +$416K 0.06% 219
2024
Q4 		$5.31M Sell
83,223
-2,841
-3% -$182K 0.06% 231
2024
Q3 		$5.35M Buy
86,064
+31,703
+58% +$1.9M 0.06% 241
2024
Q2 		$3.2M Buy
54,361
+463
+0.9% +$26.3K 0.04% 315
2024
Q1 		$3.07M Buy
53,898
+216
+0.4% +$11.7K 0.05% 258
2023
Q4 		$2.78M Buy
53,682
+47,798
+812% +$2.31M 0.05% 256
2023
Q3 		$274K Buy
5,884
+14
+0.2% +$677 0.01% 837
2023
Q2 		$283K Sell
5,870
-116
-2% -$5.28K 0.01% 849
2023
Q1 		$266K Buy
5,986
+141
+2% +$6.12K 0.01% 819
2022
Q4 		$243K Sell
5,845
-2,262
-28% -$94.6K 0.01% 723
2022
Q3 		$315K Buy
8,107
+16
+0.2% +$688 0.01% 585
2022
Q2 		$330K Sell
8,091
-4,093
-34% -$181K 0.01% 533
2022
Q1 		$597K Buy
12,184
+9
+0.1% +$435 0.02% 393
2021
Q4 		$629K Buy
12,175
+15
+0.1% +$754 0.02% 377
2021
Q3 		$573K Buy
12,160
+11
+0.1% +$532 0.02% 387
2021
Q2 		$573K Buy
+12,149
New +$566K 0.02% 375

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Prudential Financial
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MASECO Private Wealth
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
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Plancorp LLC
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
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

OneDigital Investment Advisors's DFUS Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Dimensional US Equity ETF (DFUS) stake by 13% in Q2 2026, buying an estimated $3.15M and bringing the position to 340,267 shares worth $27.9M. The position accounts for 0.24% of the portfolio, ranked #85.

OneDigital Investment Advisors first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • OneDigital Investment Advisors held 340,267 shares of Dimensional US Equity ETF worth $27.9M as of Q2 2026.
  • OneDigital Investment Advisors bought 39,801 Dimensional US Equity ETF shares in Q2 2026, an estimated $3.15M.
  • Dimensional US Equity ETF made up 0.24% of OneDigital Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • OneDigital Investment Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.