RIP
DFUS

RAM Investment Partners’s Dimensional US Equity ETF DFUS Stock Holding History

RAM Investment Partners’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 		$3.55M Buy
43,283
+7,171
+20% +$567K 0.57% 20
2026
Q1 		$2.56M Buy
36,112
+14,282
+65% +$1.06M 0.45% 26
2025
Q4 		$1.62M Buy
21,830
+10,730
+97% +$788K 0.29% 31
2025
Q3 		$804K Buy
11,100
+4,600
+71% +$320K 0.15% 47
2025
Q2 		$436K Buy
+6,500
New +$403K 0.09% 61

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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 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

RAM Investment Partners's DFUS Position: Q2 2026 in Review

RAM Investment Partners increased its Dimensional US Equity ETF (DFUS) stake by 20% in Q2 2026, buying an estimated $567K and bringing the position to 43,283 shares worth $3.55M. The position accounts for 0.57% of the portfolio, ranked #20.

RAM Investment Partners first reported a position in DFUS in Q2 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • RAM Investment Partners held 43,283 shares of Dimensional US Equity ETF worth $3.55M as of Q2 2026.
  • RAM Investment Partners bought 7,171 Dimensional US Equity ETF shares in Q2 2026, an estimated $567K.
  • Dimensional US Equity ETF made up 0.57% of RAM Investment Partners's portfolio in Q2 2026, its #20 holding.
  • RAM Investment Partners first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.