Raymond James Financial
DFUS

Raymond James Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Raymond James Financial’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 		$140M Buy
1,706,447
+136,326
+9% +$10.8M 0.04% 426
2026
Q1 		$111M Buy
1,570,121
+16,196
+1% +$1.2M 0.03% 471
2025
Q4 		$115M Buy
1,553,925
+69,368
+5% +$5.1M 0.04% 450
2025
Q3 		$108M Buy
1,484,557
+53,077
+4% +$3.7M 0.03% 477
2025
Q2 		$95.9M Sell
1,431,480
-136,619
-9% -$8.46M 0.03% 496
2025
Q1 		$94.8M Buy
1,568,099
+238,887
+18% +$15.3M 0.04% 457
2024
Q4 		$84.7M Buy
+1,329,212
New +$85.2M 0.03% 492

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

Raymond James Financial's DFUS Position: Q2 2026 in Review

Raymond James Financial increased its Dimensional US Equity ETF (DFUS) stake by 8.7% in Q2 2026, buying an estimated $10.8M and bringing the position to 1,706,447 shares worth $140M. The position accounts for 0.04% of the portfolio, ranked #426.

Raymond James Financial first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Raymond James Financial held 1,706,447 shares of Dimensional US Equity ETF worth $140M as of Q2 2026.
  • Raymond James Financial bought 136,326 Dimensional US Equity ETF shares in Q2 2026, an estimated $10.8M.
  • Dimensional US Equity ETF made up 0.04% of Raymond James Financial's portfolio in Q2 2026, its #426 holding.
  • Raymond James Financial first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.