Samalin Investment Counsel’s Dimensional US Equity ETF DFUS Stock Holding History

Samalin Investment Counsel’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	$1.9M	Buy	23,194 +176	+0.8%	+$13.9K	0.59%	41
2026 Q1	$1.63M	Buy	23,018 +2,153	+10%	+$160K	0.58%	38
2025 Q4	$1.55M	Buy	20,865 +940	+5%	+$69.1K	0.55%	40
2025 Q3	$1.44M	Sell	19,925 -389	-2%	-$27.1K	0.5%	46
2025 Q2	$1.36M	Buy	20,314 +2,107	+12%	+$130K	0.52%	41
2025 Q1	$1.1M	Buy	18,207 +12,525	+220%	+$800K	0.45%	54
2024 Q4	$362K	Buy	+5,682	New	+$364K	0.16%	199

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Samalin Investment Counsel's DFUS Position: Q2 2026 in Review

Samalin Investment Counsel increased its Dimensional US Equity ETF (DFUS) stake by 0.76% in Q2 2026, buying an estimated $13.9K and bringing the position to 23,194 shares worth $1.9M. The position accounts for 0.59% of the portfolio, ranked #41.

Samalin Investment Counsel first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 401 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Samalin Investment Counsel held 23,194 shares of Dimensional US Equity ETF worth $1.9M as of Q2 2026.
Samalin Investment Counsel bought 176 Dimensional US Equity ETF shares in Q2 2026, an estimated $13.9K.
Dimensional US Equity ETF made up 0.59% of Samalin Investment Counsel's portfolio in Q2 2026, its #41 holding.
Samalin Investment Counsel first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
401 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.