OFA
DFUS

Onyx Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Onyx Financial 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 		$1.26M Sell
15,416
-327
-2% -$25.9K 0.46% 13
2026
Q1 		$1.12M Buy
15,743
+2
+0% +$148 0.46% 11
2025
Q4 		$1.17M Sell
15,741
-2,214
-12% -$163K 0.49% 11
2025
Q3 		$1.3M Buy
17,955
+1
+0% +$70 0.58% 11
2025
Q2 		$1.2M Sell
17,954
-554
-3% -$34.3K 0.57% 11
2025
Q1 		$1.12M Buy
18,508
+1
+0% +$64 0.59% 9
2024
Q4 		$1.18M Sell
18,507
-647
-3% -$41.5K 0.65% 9
2024
Q3 		$1.19M Buy
19,154
+2
+0% +$120 0.65% 8
2024
Q2 		$1.13M Sell
19,152
-2,854
-13% -$162K 0.68% 8
2024
Q1 		$1.25M Sell
22,006
-2,055
-9% -$111K 0.78% 7
2023
Q4 		$1.25M Sell
24,061
-1,217
-5% -$58.9K 0.91% 7
2023
Q3 		$1.18M Sell
25,278
-896
-3% -$43.3K 1.01% 6
2023
Q2 		$1.26M Sell
26,174
-252
-1% -$11.5K 1.08% 6
2023
Q1 		$1.17M Sell
26,426
-77
-0.3% -$3.34K 1.08% 6
2022
Q4 		$1.1M Buy
+26,503
New +$1.11M 1.1% 6

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
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
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Onyx Financial Advisors's DFUS Position: Q2 2026 in Review

Onyx Financial Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 2.1% in Q2 2026, selling an estimated $25.9K and leaving 15,416 shares worth $1.26M. The position accounts for 0.46% of the portfolio, ranked #13.

Onyx Financial Advisors first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.3M in Q3 2025. 311 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Onyx Financial Advisors held 15,416 shares of Dimensional US Equity ETF worth $1.26M as of Q2 2026.
  • Onyx Financial Advisors sold 327 Dimensional US Equity ETF shares in Q2 2026, an estimated $25.9K.
  • Dimensional US Equity ETF made up 0.46% of Onyx Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Onyx Financial Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Onyx Financial Advisors's Dimensional US Equity ETF position peaked at $1.3M in Q3 2025.
  • 311 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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