RSWM
DFUS

Robertson Stephens Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Robertson Stephens Wealth Management’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 		$8.36M Sell
102,083
-8,624
-8% -$682K 0.21% 91
2026
Q1 		$7.85M Sell
110,707
-199
-0.2% -$14.7K 0.22% 90
2025
Q4 		$8.23M Sell
110,906
-12,528
-10% -$920K 0.21% 90
2025
Q3 		$8.94M Sell
123,434
-754
-0.6% -$52.5K 0.27% 70
2025
Q2 		$8.32M Sell
124,188
-240
-0.2% -$14.9K 0.26% 71
2025
Q1 		$7.53M Buy
124,428
+1,797
+1% +$115K 0.26% 74
2024
Q4 		$7.82M Sell
122,631
-8,200
-6% -$526K 0.28% 75
2024
Q3 		$8.14M Sell
130,831
-666
-0.5% -$39.9K 0.29% 74
2024
Q2 		$7.74M Buy
131,497
+48,575
+59% +$2.76M 0.39% 52
2024
Q1 		$4.72M Hold
82,922
– – 0.25% 66
2023
Q4 		$4.3M Buy
82,922
+10,064
+14% +$487K 0.26% 68
2023
Q3 		$3.39M Buy
72,858
+8,417
+13% +$407K 0.23% 94
2023
Q2 		$3.1M Hold
64,441
– – 0.22% 102
2023
Q1 		$2.86M Hold
64,441
– – 0.22% 96
2022
Q4 		$2.68M Hold
64,441
– – 0.26% 87
2022
Q3 		$2.5M Hold
64,441
– – 0.26% 79
2022
Q2 		$2.63M Hold
64,441
– – 0.25% 87
2022
Q1 		$3.16M Hold
64,441
– – 0.27% 79
2021
Q4 		$3.33M Sell
64,441
-954
-1% -$47.9K 0.28% 85
2021
Q3 		$3.08M Sell
65,395
-110
-0.2% -$5.32K 0.35% 55
2021
Q2 		$3.09M Buy
+65,505
New +$3.05M 0.37% 52

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

Robertson Stephens Wealth Management's DFUS Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 7.8% in Q2 2026, selling an estimated $682K and leaving 102,083 shares worth $8.36M. The position accounts for 0.21% of the portfolio, ranked #91.

Robertson Stephens Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.94M in Q3 2025. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Robertson Stephens Wealth Management held 102,083 shares of Dimensional US Equity ETF worth $8.36M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 8,624 Dimensional US Equity ETF shares in Q2 2026, an estimated $682K.
  • Dimensional US Equity ETF made up 0.21% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Robertson Stephens Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • Robertson Stephens Wealth Management's Dimensional US Equity ETF position peaked at $8.94M in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.