PKS Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

PKS Advisory Services’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	$229K	Buy	+2,791	New	+$221K	0.04%	329
2026 Q1	–	Sell	-2,791	Closed	-$207K	–	237
2025 Q4	$207K	Hold	2,791	–	–	0.05%	241
2025 Q3	$202K	Buy	+2,791	New	+$194K	0.04%	234

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

PKS Advisory Services's DFUS Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 2,791 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #329 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in DFUS as recently as Q4 2025.

PKS Advisory Services first reported a position in DFUS in Q3 2025 and has held it in 3 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

PKS Advisory Services held 2,791 shares of Dimensional US Equity ETF worth $229K as of Q2 2026.
Dimensional US Equity ETF was a new PKS Advisory Services position in Q2 2026.
Dimensional US Equity ETF made up 0.04% of PKS Advisory Services's portfolio in Q2 2026, its #329 holding.
PKS Advisory Services first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 3 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.