PAG
DFUS

Poinciana Advisors Group’s Dimensional US Equity ETF DFUS Stock Holding History

Poinciana Advisors Group’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 		$3.65M Buy
44,590
+5,421
+14% +$429K 2.71% 9
2026
Q1 		$2.78M Sell
39,169
-548
-1% -$40.6K 2.19% 9
2025
Q4 		$2.95M Buy
39,717
+4,082
+11% +$300K 2.32% 9
2025
Q3 		$2.58M Buy
35,635
+2,283
+7% +$159K 2.18% 9
2025
Q2 		$2.24M Buy
33,352
+7,302
+28% +$452K 2.02% 9
2025
Q1 		$1.58M Buy
26,050
+11,108
+74% +$710K 1.63% 16
2024
Q4 		$953K Buy
+14,942
New +$958K 0.97% 20

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

Poinciana Advisors Group's DFUS Position: Q2 2026 in Review

Poinciana Advisors Group increased its Dimensional US Equity ETF (DFUS) stake by 14% in Q2 2026, buying an estimated $429K and bringing the position to 44,590 shares worth $3.65M. The position accounts for 2.71% of the portfolio, ranked #9.

Poinciana Advisors Group first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Poinciana Advisors Group held 44,590 shares of Dimensional US Equity ETF worth $3.65M as of Q2 2026.
  • Poinciana Advisors Group bought 5,421 Dimensional US Equity ETF shares in Q2 2026, an estimated $429K.
  • Dimensional US Equity ETF made up 2.71% of Poinciana Advisors Group's portfolio in Q2 2026, its #9 holding.
  • Poinciana Advisors Group first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.