RWRC
DFUS

R.W. Roge & Company’s Dimensional US Equity ETF DFUS Stock Holding History

R.W. Roge & Company’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 		$768K Sell
9,373
-182
-2% -$14.4K 0.32% 35
2026
Q1 		$677K Sell
9,555
-57
-0.6% -$4.22K 0.32% 33
2025
Q4 		$712K Sell
9,612
-17
-0.2% -$1.25K 0.35% 35
2025
Q3 		$697K Sell
9,629
-451
-4% -$31.4K 0.36% 31
2025
Q2 		$675K Sell
10,080
-965
-9% -$59.8K 0.38% 30
2025
Q1 		$668K Buy
11,045
+6,063
+122% +$387K 0.37% 29
2024
Q4 		$317K Sell
4,982
-2,320
-32% -$149K 0.17% 37
2024
Q3 		$454K Sell
7,302
-40
-0.5% -$2.4K 0.24% 30
2024
Q2 		$432K Sell
7,342
-35
-0.5% -$1.99K 0.25% 32
2024
Q1 		$421K Buy
7,377
+698
+10% +$37.8K 0.25% 32
2023
Q4 		$346K Buy
6,679
+1,999
+43% +$96.8K 0.22% 34
2023
Q3 		$208K Buy
+4,680
New +$226K 0.16% 40

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

R.W. Roge & Company's DFUS Position: Q2 2026 in Review

R.W. Roge & Company reduced its Dimensional US Equity ETF (DFUS) stake by 1.9% in Q2 2026, selling an estimated $14.4K and leaving 9,373 shares worth $768K. The position accounts for 0.32% of the portfolio, ranked #35.

R.W. Roge & Company first reported a position in DFUS in Q3 2023 and has held it in 12 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • R.W. Roge & Company held 9,373 shares of Dimensional US Equity ETF worth $768K as of Q2 2026.
  • R.W. Roge & Company sold 182 Dimensional US Equity ETF shares in Q2 2026, an estimated $14.4K.
  • Dimensional US Equity ETF made up 0.32% of R.W. Roge & Company's portfolio in Q2 2026, its #35 holding.
  • R.W. Roge & Company first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on R.W. Roge & Company's 13F filing for Q2 2026, filed 3 Aug 2026.