Sand Hill Global Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Sand Hill Global 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	$4.48M	Sell	54,731 -2,410	-4%	-$191K	0.14%	82
2026 Q1	$4.05M	Sell	57,141 -315	-0.5%	-$23.3K	0.14%	82
2025 Q4	$4.26M	Sell	57,456 -793	-1%	-$58.3K	0.15%	84
2025 Q3	$4.22M	Sell	58,249 -1,329	-2%	-$92.6K	0.15%	84
2025 Q2	$3.99M	Sell	59,578 -294	-0.5%	-$18.2K	0.15%	84
2025 Q1	$3.62M	Hold	59,872	–	–	0.15%	81
2024 Q4	$3.82M	Sell	59,872 -15,469	-21%	-$992K	0.16%	74
2024 Q3	$4.69M	Hold	75,341	–	–	0.2%	74
2024 Q2	$4.43M	Sell	75,341 -2	-0%	-$114	0.2%	71
2024 Q1	$4.29M	Sell	75,343 -261	-0.3%	-$14.1K	0.2%	67
2023 Q4	$3.92M	Sell	75,604 -287	-0.4%	-$13.9K	0.19%	76
2023 Q3	$3.53M	Sell	75,891 -1,417	-2%	-$68.5K	0.19%	68
2023 Q2	$3.72M	Hold	77,308	–	–	0.19%	68
2023 Q1	$3.43M	Hold	77,308	–	–	0.18%	67
2022 Q4	$3.22M	Sell	77,308 -204	-0.3%	-$8.53K	0.18%	72
2022 Q3	$3.01M	Buy	77,512 +1,734	+2%	+$74.6K	0.19%	69
2022 Q2	$3.09M	Hold	75,778	–	–	0.18%	74
2022 Q1	$3.71M	Hold	75,778	–	–	0.21%	63
2021 Q4	$3.92M	Hold	75,778	–	–	0.22%	63
2021 Q3	$3.57M	Hold	75,778	–	–	0.22%	63
2021 Q2	$3.57M	Buy	+75,778	New	+$3.53M	0.22%	62

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Sand Hill Global Advisors's DFUS Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 4.2% in Q2 2026, selling an estimated $191K and leaving 54,731 shares worth $4.48M. The position accounts for 0.14% of the portfolio, ranked #82.

Sand Hill Global Advisors first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.69M in Q3 2024. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Sand Hill Global Advisors held 54,731 shares of Dimensional US Equity ETF worth $4.48M as of Q2 2026.
Sand Hill Global Advisors sold 2,410 Dimensional US Equity ETF shares in Q2 2026, an estimated $191K.
Dimensional US Equity ETF made up 0.14% of Sand Hill Global Advisors's portfolio in Q2 2026, its #82 holding.
Sand Hill Global Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
Sand Hill Global Advisors's Dimensional US Equity ETF position peaked at $4.69M in Q3 2024.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.