SAM
DFUS

S.A. Mason’s Dimensional US Equity ETF DFUS Stock Holding History

S.A. Mason’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 		$122K Hold
1,491
– – 0.04% 258
2026
Q1 		$106K Hold
1,491
– – 0.04% 258
2025
Q4 		$111K Hold
1,491
– – 0.04% 252
2025
Q3 		$108K Hold
1,491
– – 0.05% 249
2025
Q2 		$99.9K Hold
1,491
– – 0.05% 243
2025
Q1 		$90.2K Hold
1,491
– – 0.05% 238
2024
Q4 		$95.1K Hold
1,491
– – 0.05% 238
2024
Q3 		$92.7K Hold
1,491
– – 0.05% 233
2024
Q2 		$87.7K Hold
1,491
– – 0.05% 225
2024
Q1 		$85K Buy
+1,491
New +$80.7K 0.05% 224

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

S.A. Mason's DFUS Position: Q2 2026 in Review

S.A. Mason held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 1,491 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #258.

S.A. Mason first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • S.A. Mason held 1,491 shares of Dimensional US Equity ETF worth $122K as of Q2 2026.
  • S.A. Mason left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.04% of S.A. Mason's portfolio in Q2 2026, its #258 holding.
  • S.A. Mason first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.