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Perennial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Perennial 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
Q3 		$222K Hold
2,678
– – 0.03% 134
2026
Q2 		$219K Buy
+2,678
New +$212K 0.03% 130

Other funds holding DFUS

SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Perennial Advisors's DFUS Position: Q3 2026 in Review

Perennial Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 2,678 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #134.

Perennial Advisors first reported a position in DFUS in Q2 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Perennial Advisors held 2,678 shares of Dimensional US Equity ETF worth $222K as of Q3 2026.
  • Perennial Advisors left its Dimensional US Equity ETF share count unchanged in Q3 2026.
  • Dimensional US Equity ETF made up 0.03% of Perennial Advisors's portfolio in Q3 2026, its #134 holding.
  • Perennial Advisors first reported a position in Dimensional US Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.