P
DFUS

&Partners’s Dimensional US Equity ETF DFUS Stock Holding History

&Partners’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 		$2.84M Buy
34,649
+2,141
+7% +$169K 0.01% 832
2026
Q1 		$2.31M Buy
32,508
+10,237
+46% +$759K 0.01% 840
2025
Q4 		$1.65M Buy
22,271
+4,092
+23% +$301K 0.01% 956
2025
Q3 		$1.32M Buy
18,179
+1,990
+12% +$139K 0.01% 963
2025
Q2 		$1.08M Buy
+16,189
New +$1M 0.01% 945

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

&Partners's DFUS Position: Q2 2026 in Review

&Partners increased its Dimensional US Equity ETF (DFUS) stake by 6.6% in Q2 2026, buying an estimated $169K and bringing the position to 34,649 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #832.

&Partners first reported a position in DFUS in Q2 2025 and has held it in 5 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • &Partners held 34,649 shares of Dimensional US Equity ETF worth $2.84M as of Q2 2026.
  • &Partners bought 2,141 Dimensional US Equity ETF shares in Q2 2026, an estimated $169K.
  • Dimensional US Equity ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #832 holding.
  • &Partners first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.