Security Financial Services’s Dimensional US Equity ETF DFUS Stock Holding History

Security Financial Services’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	$20.2M	Sell	247,063 -2,933	-1%	-$232K	2.81%	6
2026 Q1	$17.7M	Sell	249,996 -8,415	-3%	-$624K	2.8%	7
2025 Q4	$19.2M	Sell	258,411 -22,007	-8%	-$1.62M	3.01%	5
2025 Q3	$20.3M	Sell	280,418 -3,513	-1%	-$245K	3.28%	7
2025 Q2	$19M	Buy	283,931 +299	+0.1%	+$18.5K	3.36%	6
2025 Q1	$17.2M	Sell	283,632 -8,400	-3%	-$537K	3.41%	5
2024 Q4	$18.6M	Sell	292,032 -15,250	-5%	-$978K	3.79%	5
2024 Q3	$19.1M	Sell	307,282 -4,993	-2%	-$299K	3.89%	5
2024 Q2	$18.4M	Sell	312,275 -187	-0.1%	-$10.6K	3.99%	5
2024 Q1	$17.8M	Sell	312,462 -2,595	-0.8%	-$140K	4.02%	3
2023 Q4	$16.3M	Buy	315,057 +132,542	+73%	+$6.42M	4.01%	3
2023 Q3	$8.5M	Sell	182,515 -9,016	-5%	-$436K	2.4%	9
2023 Q2	$9.22M	Buy	191,531 +16	+0%	+$728	2.62%	7
2023 Q1	$8.51M	Sell	191,515 -5,618	-3%	-$244K	2.59%	8
2022 Q4	$8.2M	Sell	197,133 -1,691	-0.9%	-$70.7K	2.54%	7
2022 Q3	$7.72M	Sell	198,824 -3,628	-2%	-$156K	2.63%	8
2022 Q2	$8.25M	Sell	202,452 -24,051	-11%	-$1.07M	2.63%	6
2022 Q1	$11.1M	Sell	226,503 -8,520	-4%	-$412K	3.52%	4
2021 Q4	$12.2M	Buy	+235,023	New	+$11.8M	4.05%	4

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

Security Financial Services's DFUS Position: Q2 2026 in Review

Security Financial Services reduced its Dimensional US Equity ETF (DFUS) stake by 1.2% in Q2 2026, selling an estimated $232K and leaving 247,063 shares worth $20.2M. The position accounts for 2.81% of the portfolio, ranked #6.

Security Financial Services first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.3M in Q3 2025. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Security Financial Services held 247,063 shares of Dimensional US Equity ETF worth $20.2M as of Q2 2026.
Security Financial Services sold 2,933 Dimensional US Equity ETF shares in Q2 2026, an estimated $232K.
Dimensional US Equity ETF made up 2.81% of Security Financial Services's portfolio in Q2 2026, its #6 holding.
Security Financial Services first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
Security Financial Services's Dimensional US Equity ETF position peaked at $20.3M in Q3 2025.
870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.