Porter White Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Porter White Investment 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	$398K	Hold	4,861	–	–	0.15%	34
2026 Q1	$345K	Hold	4,861	–	–	0.14%	35
2025 Q4	$361K	Hold	4,861	–	–	0.15%	33
2025 Q3	$352K	Hold	4,861	–	–	0.15%	32
2025 Q2	$326K	Hold	4,861	–	–	0.15%	33
2025 Q1	$294K	Hold	4,861	–	–	0.15%	32
2024 Q4	$310K	Hold	4,861	–	–	0.16%	30
2024 Q3	$302K	Hold	4,861	–	–	0.15%	29
2024 Q2	$286K	Hold	4,861	–	–	0.15%	29
2024 Q1	$277K	Hold	4,861	–	–	0.15%	29
2023 Q4	$252K	Hold	4,861	–	–	0.16%	27
2023 Q3	$226K	Hold	4,861	–	–	0.17%	25
2023 Q2	$234K	Hold	4,861	–	–	0.19%	24
2023 Q1	$216K	Hold	4,861	–	–	0.19%	21
2022 Q4	$202K	Buy	+4,861	New	+$203K	0.18%	20

Other funds holding DFUS

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

GWWM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Porter White Investment Advisors's DFUS Position: Q2 2026 in Review

Porter White Investment Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 4,861 shares worth $398K. The position accounts for 0.15% of the portfolio, ranked #34.

Porter White Investment Advisors first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 572 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Porter White Investment Advisors held 4,861 shares of Dimensional US Equity ETF worth $398K as of Q2 2026.
Porter White Investment Advisors left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.15% of Porter White Investment Advisors's portfolio in Q2 2026, its #34 holding.
Porter White Investment Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
572 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.