PDS Planning’s Dimensional US Equity ETF DFUS Stock Holding History

PDS Planning’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	$1.13M	Buy	13,822 +9,457	+217%	+$748K	0.07%	143
2026 Q1	$310K	Buy	4,365 +10	+0.2%	+$741	0.02%	383
2025 Q4	$323K	Buy	4,355 +10	+0.2%	+$735	0.02%	362
2025 Q3	$315K	Buy	4,345 +10	+0.2%	+$697	0.02%	359
2025 Q2	$291K	Buy	4,335 +12	+0.3%	+$743	0.02%	365
2025 Q1	$261K	Buy	4,323 +10	+0.2%	+$639	0.02%	363
2024 Q4	$275K	Buy	4,313 +15	+0.3%	+$962	0.02%	317
2024 Q3	$267K	Buy	4,298 +11	+0.3%	+$659	0.02%	332
2024 Q2	$252K	Buy	4,287 +12	+0.3%	+$682	0.03%	300
2024 Q1	$244K	Buy	4,275 +8	+0.2%	+$433	0.03%	311
2023 Q4	$221K	Buy	+4,267	New	+$207K	0.03%	307
2023 Q3	–	Sell	-4,233	Closed	-$204K	–	343
2023 Q2	$204K	Buy	+4,233	New	+$193K	0.03%	295
2022 Q1	–	Sell	-4,230	Closed	-$219K	–	240
2021 Q4	$219K	Buy	+4,230	New	+$213K	0.04%	179

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

PDS Planning's DFUS Position: Q2 2026 in Review

PDS Planning increased its Dimensional US Equity ETF (DFUS) stake by 217% in Q2 2026, buying an estimated $748K and bringing the position to 13,822 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #143.

PDS Planning first reported a position in DFUS in Q4 2021 and has held it in 13 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

PDS Planning held 13,822 shares of Dimensional US Equity ETF worth $1.13M as of Q2 2026.
PDS Planning bought 9,457 Dimensional US Equity ETF shares in Q2 2026, an estimated $748K.
Dimensional US Equity ETF made up 0.07% of PDS Planning's portfolio in Q2 2026, its #143 holding.
PDS Planning first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 13 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.