SHFA
DFUS

SC&H Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

SC&H Financial 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 		$37.6M Buy
459,468
+5,303
+1% +$419K 4.99% 5
2026
Q1 		$32.2M Buy
454,165
+15,887
+4% +$1.18M 4.86% 6
2025
Q4 		$32.5M Buy
438,278
+7,562
+2% +$556K 5.03% 5
2025
Q3 		$31.2M Buy
430,716
+18,392
+4% +$1.28M 5.09% 4
2025
Q2 		$27.6M Buy
412,324
+25,249
+7% +$1.56M 4.72% 6
2025
Q1 		$23.4M Buy
387,075
+22,036
+6% +$1.41M 4.61% 6
2024
Q4 		$23.3M Buy
365,039
+50,554
+16% +$3.24M 4.81% 4
2024
Q3 		$19.6M Buy
314,485
+33,738
+12% +$2.02M 4.27% 7
2024
Q2 		$16.5M Buy
280,747
+26,103
+10% +$1.48M 4.05% 7
2024
Q1 		$14.5M Buy
254,644
+17,887
+8% +$968K 3.78% 7
2023
Q4 		$12.3M Buy
236,757
+11,575
+5% +$560K 3.54% 8
2023
Q3 		$10.5M Buy
225,182
+7,768
+4% +$376K 3.49% 7
2023
Q2 		$10.5M Buy
217,414
+10,794
+5% +$491K 3.46% 7
2023
Q1 		$9.18M Buy
206,620
+19,237
+10% +$835K 3.35% 7
2022
Q4 		$7.8M Buy
187,383
+42,328
+29% +$1.77M 3.23% 8
2022
Q3 		$5.63M Buy
145,055
+455
+0.3% +$19.6K 2.82% 10
2022
Q2 		$5.89M Buy
144,600
+107,227
+287% +$4.75M 2.75% 8
2022
Q1 		$1.83M Buy
37,373
+21,773
+140% +$1.05M 0.87% 25
2021
Q4 		$807K Buy
+15,600
New +$784K 0.45% 53

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

SC&H Financial Advisors's DFUS Position: Q2 2026 in Review

SC&H Financial Advisors increased its Dimensional US Equity ETF (DFUS) stake by 1.2% in Q2 2026, buying an estimated $419K and bringing the position to 459,468 shares worth $37.6M. The position accounts for 4.99% of the portfolio, ranked #5.

SC&H Financial Advisors first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • SC&H Financial Advisors held 459,468 shares of Dimensional US Equity ETF worth $37.6M as of Q2 2026.
  • SC&H Financial Advisors bought 5,303 Dimensional US Equity ETF shares in Q2 2026, an estimated $419K.
  • Dimensional US Equity ETF made up 4.99% of SC&H Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • SC&H Financial Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.