SAI
DFUS

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
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

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

Savvy Advisors Inc's DFUS Position: Q2 2026 in Review

Savvy Advisors Inc increased its Dimensional US Equity ETF (DFUS) stake by 4.7% in Q2 2026, buying an estimated $550K and bringing the position to 153,965 shares worth $12.6M. The position accounts for 0.27% of the portfolio, ranked #73.

Savvy Advisors Inc first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Savvy Advisors Inc held 153,965 shares of Dimensional US Equity ETF worth $12.6M as of Q2 2026.
  • Savvy Advisors Inc bought 6,960 Dimensional US Equity ETF shares in Q2 2026, an estimated $550K.
  • Dimensional US Equity ETF made up 0.27% of Savvy Advisors Inc's portfolio in Q2 2026, its #73 holding.
  • Savvy Advisors Inc first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.