QFA
DFUS

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

Quantum 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 		$8.59M Hold
104,854
– – 0.85% 27
2026
Q1 		$7.44M Hold
104,854
– – 0.83% 28
2025
Q4 		$7.78M Sell
104,854
-66
-0.1% -$4.85K 0.87% 25
2025
Q3 		$7.6M Hold
104,920
– – 0.93% 25
2025
Q2 		$7.03M Hold
104,920
– – 0.95% 23
2025
Q1 		$6.35M Hold
104,920
– – 0.95% 21
2024
Q4 		$6.69M Hold
104,920
– – 1.02% 19
2024
Q3 		$6.53M Sell
104,920
-3,996
-4% -$239K 1.02% 20
2024
Q2 		$6.41M Hold
108,916
– – 1.13% 18
2024
Q1 		$6.21M Sell
108,916
-618
-0.6% -$33.5K 1.14% 18
2023
Q4 		$5.68M Sell
109,534
-21
-0% -$1.02K 1.38% 17
2023
Q3 		$5.1M Sell
109,555
-8
-0% -$387 1.5% 15
2023
Q2 		$5.28M Buy
109,563
+4
+0% +$182 1.55% 15
2023
Q1 		$4.87M Buy
109,559
+211
+0.2% +$9.16K 1.53% 15
2022
Q4 		$4.55M Sell
109,348
-647
-0.6% -$27.1K 2.05% 12
2022
Q3 		$4.27M Hold
109,995
– – 1.89% 12
2022
Q2 		$5.01M Buy
+109,995
New +$4.87M 1.88% 12

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

Quantum Financial Advisors's DFUS Position: Q2 2026 in Review

Quantum Financial Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 104,854 shares worth $8.59M. The position accounts for 0.85% of the portfolio, ranked #27.

Quantum Financial Advisors first reported a position in DFUS in Q2 2022 and has held it in 17 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Quantum Financial Advisors held 104,854 shares of Dimensional US Equity ETF worth $8.59M as of Q2 2026.
  • Quantum Financial Advisors left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.85% of Quantum Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Quantum Financial Advisors first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.