Osaic Holdings
DFUS

Osaic Holdings’s Dimensional US Equity ETF DFUS Stock Holding History

Osaic Holdings’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 		$24.4M Buy
297,838
+14,205
+5% +$1.12M 0.03% 596
2026
Q1 		$20.1M Sell
283,633
-4,172
-1% -$309K 0.03% 577
2025
Q4 		$21.3M Sell
287,805
-23,836
-8% -$1.75M 0.03% 551
2025
Q3 		$22.2M Buy
311,641
+12,816
+4% +$893K 0.03% 570
2025
Q2 		$19.7M Buy
298,825
+102,607
+52% +$6.35M 0.04% 500
2025
Q1 		$11.9M Buy
196,218
+35,986
+22% +$2.3M 0.03% 614
2024
Q4 		$10.2M Buy
160,232
+14,291
+10% +$916K 0.02% 645
2024
Q3 		$9.08M Sell
145,941
-22,939
-14% -$1.37M 0.02% 722
2024
Q2 		$9.94M Sell
168,880
-15,762
-9% -$896K 0.02% 631
2024
Q1 		$10.5M Sell
184,642
-102,625
-36% -$5.56M 0.02% 661
2023
Q4 		$14.9M Sell
287,267
-81,854
-22% -$3.96M 0.03% 587
2023
Q3 		$17.2M Buy
369,121
+135,155
+58% +$6.54M 0.03% 601
2023
Q2 		$11.3M Buy
233,966
+33,771
+17% +$1.54M 0.02% 700
2023
Q1 		$8.89M Buy
200,195
+5,789
+3% +$251K 0.02% 820
2022
Q4 		$8.09M Buy
194,406
+38,476
+25% +$1.61M 0.02% 831
2022
Q3 		$6.05M Buy
155,930
+6,416
+4% +$276K 0.01% 909
2022
Q2 		$6.09M Buy
149,514
+62,172
+71% +$2.75M 0.01% 921
2022
Q1 		$4.28M Sell
87,342
-68,034
-44% -$3.29M 0.01% 1315
2021
Q4 		$8.03M Sell
155,376
-10,443
-6% -$525K 0.02% 851
2021
Q3 		$7.82M Sell
165,819
-7,166
-4% -$347K 0.02% 788
2021
Q2 		$8.15M Buy
+172,985
New +$8.06M 0.02% 749

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

Osaic Holdings's DFUS Position: Q2 2026 in Review

Osaic Holdings increased its Dimensional US Equity ETF (DFUS) stake by 5% in Q2 2026, buying an estimated $1.12M and bringing the position to 297,838 shares worth $24.4M. The position accounts for 0.03% of the portfolio, ranked #596.

Osaic Holdings first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Osaic Holdings held 297,838 shares of Dimensional US Equity ETF worth $24.4M as of Q2 2026.
  • Osaic Holdings bought 14,205 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.12M.
  • Dimensional US Equity ETF made up 0.03% of Osaic Holdings's portfolio in Q2 2026, its #596 holding.
  • Osaic Holdings first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.