Penney Financial
DFUS icon

Penney Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Penney Financial’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
Q3 		$79.5M Buy
957,113
+63,664
+7% +$5.28M 23.45% 1
2026
Q2 		$73.2M Buy
+893,449
New +$70.7M 25.59% 1

Other funds holding DFUS

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Penney Financial's DFUS Position: Q3 2026 in Review

Penney Financial increased its Dimensional US Equity ETF (DFUS) stake by 7.1% in Q3 2026, buying an estimated $5.28M and bringing the position to 957,113 shares worth $79.5M. The position accounts for 23.45% of the portfolio, ranked #1.

Penney Financial first reported a position in DFUS in Q2 2026 and has held it in 2 quarters since. 470 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Penney Financial held 957,113 shares of Dimensional US Equity ETF worth $79.5M as of Q3 2026.
  • Penney Financial bought 63,664 Dimensional US Equity ETF shares in Q3 2026, an estimated $5.28M.
  • Dimensional US Equity ETF made up 23.45% of Penney Financial's portfolio in Q3 2026, its #1 holding.
  • Penney Financial first reported a position in Dimensional US Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 470 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.