Robinson Smith Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Robinson Smith Wealth Advisors’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 Q3	$690K	Sell	8,310 -601	-7%	-$49.9K	0.42%	44
2026 Q2	$730K	Sell	8,911 -2,344	-21%	-$185K	0.44%	39
2026 Q1	$798K	Buy	11,255 +8,352	+288%	+$619K	0.54%	34
2025 Q4	$215K	Hold	2,903	–	–	0.15%	79
2025 Q3	$210K	Buy	+2,903	New	+$202K	0.15%	84

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robinson Smith Wealth Advisors's DFUS Position: Q3 2026 in Review

Robinson Smith Wealth Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 6.7% in Q3 2026, selling an estimated $49.9K and leaving 8,310 shares worth $690K. The position accounts for 0.42% of the portfolio, ranked #44.

Robinson Smith Wealth Advisors first reported a position in DFUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $798K in Q1 2026. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Robinson Smith Wealth Advisors held 8,310 shares of Dimensional US Equity ETF worth $690K as of Q3 2026.
Robinson Smith Wealth Advisors sold 601 Dimensional US Equity ETF shares in Q3 2026, an estimated $49.9K.
Dimensional US Equity ETF made up 0.42% of Robinson Smith Wealth Advisors's portfolio in Q3 2026, its #44 holding.
Robinson Smith Wealth Advisors first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 5 quarters since.
Robinson Smith Wealth Advisors's Dimensional US Equity ETF position peaked at $798K in Q1 2026.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.