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 Q2	$73.2M	Buy	+893,449	New	+$70.7M	25.59%	1

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Penney Financial's DFUS Position: Q2 2026 in Review

Penney Financial opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 893,449 shares worth $73.2M. The stake represents 25.59% of the portfolio and ranks #1 among its holdings.

492 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Penney Financial held 893,449 shares of Dimensional US Equity ETF worth $73.2M as of Q2 2026.
Dimensional US Equity ETF was a new Penney Financial position in Q2 2026.
Dimensional US Equity ETF made up 25.59% of Penney Financial's portfolio in Q2 2026, its #1 holding.
492 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.