Park Avenue Securities’s Dimensional US Equity ETF DFUS Stock Holding History

Park Avenue Securities’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	$742K	Buy	9,055 +1,113	+14%	+$88K	﹤0.01%	1099
2026 Q1	$563K	Hold	7,942	–	–	﹤0.01%	1052
2025 Q4	$589K	Buy	+7,942	New	+$583K	0.01%	1023
2025 Q3	–	Sell	-5,834	Closed	-$391K	–	1645
2025 Q2	$391K	Buy	5,834 +1,384	+31%	+$85.7K	﹤0.01%	1173
2025 Q1	$269K	Sell	4,450 -97	-2%	-$6.2K	﹤0.01%	1036
2024 Q4	$290K	Buy	4,547 +187	+4%	+$12K	﹤0.01%	1298
2024 Q3	$271K	Buy	4,360 +299	+7%	+$17.9K	﹤0.01%	1217
2024 Q2	$239K	Sell	4,061 -856	-17%	-$48.7K	﹤0.01%	1258
2024 Q1	$280K	Sell	4,917 -27	-0.5%	-$1.46K	﹤0.01%	1197
2023 Q4	$256K	Hold	4,944	–	–	﹤0.01%	1187
2023 Q3	$230K	Buy	+4,944	New	+$239K	﹤0.01%	1164
2023 Q1	–	Sell	-6,066	Closed	-$252K	–	805
2022 Q4	$252K	Buy	6,066 +504	+9%	+$21.1K	﹤0.01%	1051
2022 Q3	$216K	Sell	5,562 -21	-0.4%	-$903	﹤0.01%	1038
2022 Q2	$228K	Buy	+5,583	New	+$247K	﹤0.01%	1020

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Park Avenue Securities's DFUS Position: Q2 2026 in Review

Park Avenue Securities increased its Dimensional US Equity ETF (DFUS) stake by 14% in Q2 2026, buying an estimated $88K and bringing the position to 9,055 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Park Avenue Securities first reported a position in DFUS in Q2 2022 and has held it in 14 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Park Avenue Securities held 9,055 shares of Dimensional US Equity ETF worth $742K as of Q2 2026.
Park Avenue Securities bought 1,113 Dimensional US Equity ETF shares in Q2 2026, an estimated $88K.
Dimensional US Equity ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1099 holding.
Park Avenue Securities first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 14 quarters since.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.