Savvy Advisors Inc
DFUS icon

Savvy Advisors Inc’s Dimensional US Equity ETF DFUS Stock Holding History

Savvy Advisors Inc’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 		$12.9M Buy
155,756
+1,791
+1% +$149K 0.21% 89
2026
Q2 		$12.6M Buy
153,965
+6,960
+5% +$550K 0.27% 73
2026
Q1 		$10.4M Buy
147,005
+52,127
+55% +$3.86M 0.28% 68
2025
Q4 		$7.04M Buy
94,878
+2,830
+3% +$208K 0.23% 76
2025
Q3 		$6.67M Buy
92,048
+15,603
+20% +$1.09M 0.31% 62
2025
Q2 		$5.12M Buy
76,445
+27,884
+57% +$1.73M 0.34% 53
2025
Q1 		$2.94M Buy
+48,561
New +$3.1M 0.3% 62

Other funds holding DFUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Savvy Advisors Inc's DFUS Position: Q3 2026 in Review

Savvy Advisors Inc increased its Dimensional US Equity ETF (DFUS) stake by 1.2% in Q3 2026, buying an estimated $149K and bringing the position to 155,756 shares worth $12.9M. The position accounts for 0.21% of the portfolio, ranked #89.

Savvy Advisors Inc first reported a position in DFUS in Q1 2025 and has held it in 7 quarters since. 795 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Savvy Advisors Inc held 155,756 shares of Dimensional US Equity ETF worth $12.9M as of Q3 2026.
  • Savvy Advisors Inc bought 1,791 Dimensional US Equity ETF shares in Q3 2026, an estimated $149K.
  • Dimensional US Equity ETF made up 0.21% of Savvy Advisors Inc's portfolio in Q3 2026, its #89 holding.
  • Savvy Advisors Inc first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 7 quarters since.
  • 795 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Savvy Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.