PCG Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

PCG Wealth 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	$586K	Hold	7,154	–	–	0.13%	112
2026 Q1	$507K	Hold	7,154	–	–	0.13%	112
2025 Q4	$531K	Hold	7,154	–	–	0.15%	100
2025 Q3	$518K	Buy	+7,154	New	+$498K	0.15%	99
2025 Q2	–	Sell	-7,504	Closed	-$454K	–	109
2025 Q1	$454K	Hold	7,504	–	–	0.16%	90
2024 Q4	$478K	Hold	7,504	–	–	0.18%	86
2024 Q3	$467K	Hold	7,504	–	–	0.18%	81
2024 Q2	$442K	Hold	7,504	–	–	0.19%	75
2024 Q1	$428K	Hold	7,504	–	–	0.2%	74
2023 Q4	$389K	Hold	7,504	–	–	0.22%	69
2023 Q3	$349K	Sell	7,504 -528	-7%	-$25.5K	0.23%	70
2023 Q2	$387K	Sell	8,032 -913	-10%	-$41.5K	0.24%	72
2023 Q1	$397K	Sell	8,945 -1,740	-16%	-$75.6K	0.25%	71
2022 Q4	$445K	Sell	10,685 -11,285	-51%	-$472K	0.28%	68
2022 Q3	$851K	Buy	21,970 +9,738	+80%	+$419K	0.3%	55
2022 Q2	$498K	Buy	+12,232	New	+$542K	0.36%	48
2022 Q1	–	Sell	-12,632	Closed	-$653K	–	86
2021 Q4	$653K	Buy	+12,632	New	+$635K	0.45%	40

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

PCG Wealth Advisors's DFUS Position: Q2 2026 in Review

PCG Wealth Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 7,154 shares worth $586K. The position accounts for 0.13% of the portfolio, ranked #112.

PCG Wealth Advisors first reported a position in DFUS in Q4 2021 and has held it in 17 quarters since. The position peaked at $851K in Q3 2022. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

PCG Wealth Advisors held 7,154 shares of Dimensional US Equity ETF worth $586K as of Q2 2026.
PCG Wealth Advisors left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.13% of PCG Wealth Advisors's portfolio in Q2 2026, its #112 holding.
PCG Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 17 quarters since.
PCG Wealth Advisors's Dimensional US Equity ETF position peaked at $851K in Q3 2022.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.