Plante Moran Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Plante Moran Financial 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 Q2	$301K	Hold	3,672	–	–	0.01%	126
2026 Q1	$260K	Buy	3,672 +2,513	+217%	+$186K	0.02%	138
2025 Q4	$86K	Hold	1,159	–	–	0.01%	256
2025 Q3	$84K	Hold	1,159	–	–	0.01%	269
2025 Q2	$77.7K	Hold	1,159	–	–	0.01%	275
2025 Q1	$70.1K	Buy	1,159 +270	+30%	+$17.3K	0.01%	291
2024 Q4	$56.7K	Hold	889	–	–	﹤0.01%	327
2024 Q3	$55.3K	Hold	889	–	–	﹤0.01%	372
2024 Q2	$52.3K	Hold	889	–	–	0.01%	333
2024 Q1	$50.7K	Hold	889	–	–	0.01%	331
2023 Q4	$46.1K	Hold	889	–	–	﹤0.01%	327
2023 Q3	$41.4K	Hold	889	–	–	0.01%	314
2023 Q2	$42.8K	Hold	889	–	–	0.01%	319
2023 Q1	$39.5K	Buy	+889	New	+$38.6K	0.01%	319

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

Plante Moran Financial Advisors's DFUS Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 3,672 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #126.

Plante Moran Financial Advisors first reported a position in DFUS in Q1 2023 and has held it in 14 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Plante Moran Financial Advisors held 3,672 shares of Dimensional US Equity ETF worth $301K as of Q2 2026.
Plante Moran Financial Advisors left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #126 holding.
Plante Moran Financial Advisors first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 14 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.