SWA
DFUS

Sax Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Sax Wealth 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 		$301M Buy
4,250,622
+383,927
+10% +$30.4M 12.26% 1
2026
Q1 		$287M Sell
3,866,695
-7,712
-0.2% -$571K 13.89% 1
2025
Q4 		$287M Buy
3,874,407
+307,634
+9% +$22.6M 13.52% 1
2025
Q3 		$258M Buy
3,566,773
+141,681
+4% +$9.87M 13.89% 1
2025
Q2 		$230M Buy
3,425,092
+26,044
+0.8% +$1.61M 13.86% 1
2025
Q1 		$206M Buy
3,399,048
+129,235
+4% +$8.26M 14.71% 1
2024
Q4 		$208M Buy
3,269,813
+54,532
+2% +$3.5M 16.31% 1
2024
Q3 		$200M Buy
3,215,281
+109,758
+4% +$6.57M 17.83% 1
2024
Q2 		$183M Buy
3,105,523
+356,613
+13% +$20.3M 17.41% 1
2024
Q1 		$157M Buy
2,748,910
+1,960,422
+249% +$106M 18.3% 1
2023
Q4 		$40.9M Buy
788,488
+152,371
+24% +$7.38M 6.67% 2
2023
Q3 		$29.6M Buy
636,117
+70,067
+12% +$3.39M 5.83% 3
2023
Q2 		$27.3M Buy
566,050
+28,340
+5% +$1.29M 5.43% 3
2023
Q1 		$23.9M Sell
537,710
-807
-0.1% -$35K 5.19% 5
2022
Q4 		$22.4M Sell
538,517
-31,671
-6% -$1.32M 5.17% 5
2022
Q3 		$22.1M Sell
570,188
-74
-0% -$3.18K 5.7% 4
2022
Q2 		$23.2M Buy
570,262
+16,278
+3% +$721K 5.91% 4
2022
Q1 		$27.2M Sell
553,984
-17,878
-3% -$864K 6.57% 3
2021
Q4 		$29.6M Sell
571,862
-2,388
-0.4% -$120K 6.16% 3
2021
Q3 		$27.1M Buy
+574,250
New +$27.8M 6.43% 3

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sax Wealth Advisors's DFUS Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 9.9% in Q2 2026, buying an estimated $30.4M and bringing the position to 4,250,622 shares worth $301M. The position accounts for 12.26% of the portfolio, ranked #1.

Sax Wealth Advisors first reported a position in DFUS in Q3 2021 and has held it in 20 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Sax Wealth Advisors held 4,250,622 shares of Dimensional US Equity ETF worth $301M as of Q2 2026.
  • Sax Wealth Advisors bought 383,927 Dimensional US Equity ETF shares in Q2 2026, an estimated $30.4M.
  • Dimensional US Equity ETF made up 12.26% of Sax Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Sax Wealth Advisors first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 20 quarters since.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.