RSWA
DFUS

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
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

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

Robinson Smith Wealth Advisors's DFUS Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 21% in Q2 2026, selling an estimated $185K and leaving 8,911 shares worth $730K. The position accounts for 0.44% of the portfolio, ranked #39.

Robinson Smith Wealth Advisors first reported a position in DFUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $798K in Q1 2026. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Robinson Smith Wealth Advisors held 8,911 shares of Dimensional US Equity ETF worth $730K as of Q2 2026.
  • Robinson Smith Wealth Advisors sold 2,344 Dimensional US Equity ETF shares in Q2 2026, an estimated $185K.
  • Dimensional US Equity ETF made up 0.44% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Robinson Smith Wealth Advisors first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Robinson Smith Wealth Advisors's Dimensional US Equity ETF position peaked at $798K in Q1 2026.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.