PAG
DFUS

Private Advisor Group’s Dimensional US Equity ETF DFUS Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-120,000
Closed -$55.9K – 2294
2023
Q3 		$55.9K Buy
+120,000
New +$5.8M ﹤0.01% 2023

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Private Advisor Group's DFUS Position: Q2 2026 in Review

Private Advisor Group increased its Dimensional US Equity ETF (DFUS) stake by 333% in Q2 2026, buying an estimated $37.3M and bringing the position to 612,696 shares worth $50.2M. The position accounts for 0.23% of the portfolio, ranked #89.

Private Advisor Group first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 401 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Private Advisor Group held 612,696 shares of Dimensional US Equity ETF worth $50.2M as of Q2 2026.
  • Private Advisor Group bought 471,285 Dimensional US Equity ETF shares in Q2 2026, an estimated $37.3M.
  • Dimensional US Equity ETF made up 0.23% of Private Advisor Group's portfolio in Q2 2026, its #89 holding.
  • Private Advisor Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 401 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.