RA
DFUS

RFG Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

RFG Advisory’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 		$6.95M Sell
84,838
-1,552
-2% -$123K 0.11% 129
2026
Q1 		$6.13M Sell
86,390
-3,015
-3% -$223K 0.11% 134
2025
Q4 		$6.63M Buy
89,405
+130
+0.1% +$9.55K 0.12% 123
2025
Q3 		$6.47M Buy
89,275
+221
+0.2% +$15.4K 0.13% 120
2025
Q2 		$5.97M Buy
89,054
+65,566
+279% +$4.06M 0.14% 117
2025
Q1 		$1.42M Sell
23,488
-1,546
-6% -$98.8K 0.04% 331
2024
Q4 		$1.6M Buy
25,034
+90
+0.4% +$5.77K 0.05% 288
2024
Q3 		$1.55M Buy
24,944
+62
+0.2% +$3.71K 0.05% 294
2024
Q2 		$1.46M Buy
24,882
+68
+0.3% +$3.87K 0.05% 282
2024
Q1 		$1.41M Buy
24,814
+52
+0.2% +$2.81K 0.05% 284
2023
Q4 		$1.28M Buy
24,762
+111
+0.5% +$5.37K 0.05% 273
2023
Q3 		$1.15M Buy
24,651
+84
+0.3% +$4.06K 0.05% 256
2023
Q2 		$1.18M Sell
24,567
-38
-0.2% -$1.73K 0.05% 257
2023
Q1 		$1.09M Buy
24,605
+77
+0.3% +$3.34K 0.05% 260
2022
Q4 		$1.1M Sell
24,528
-152,739
-86% -$6.39M 0.06% 257
2022
Q3 		$7.37M Sell
177,267
-14,704
-8% -$632K 0.42% 42
2022
Q2 		$8.59M Buy
191,971
+9,631
+5% +$427K 0.5% 31
2022
Q1 		$8.94M Buy
+182,340
New +$8.81M 0.57% 24

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

RFG Advisory's DFUS Position: Q2 2026 in Review

RFG Advisory reduced its Dimensional US Equity ETF (DFUS) stake by 1.8% in Q2 2026, selling an estimated $123K and leaving 84,838 shares worth $6.95M. The position accounts for 0.11% of the portfolio, ranked #129.

RFG Advisory first reported a position in DFUS in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.94M in Q1 2022. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • RFG Advisory held 84,838 shares of Dimensional US Equity ETF worth $6.95M as of Q2 2026.
  • RFG Advisory sold 1,552 Dimensional US Equity ETF shares in Q2 2026, an estimated $123K.
  • Dimensional US Equity ETF made up 0.11% of RFG Advisory's portfolio in Q2 2026, its #129 holding.
  • RFG Advisory first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • RFG Advisory's Dimensional US Equity ETF position peaked at $8.94M in Q1 2022.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.