SM
DFUS

Sensible Money’s Dimensional US Equity ETF DFUS Stock Holding History

Sensible Money’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 		$2.43M Buy
29,709
+1,901
+7% +$150K 0.65% 12
2026
Q1 		$1.97M Buy
27,808
+967
+4% +$71.7K 0.6% 13
2025
Q4 		$1.99M Sell
26,841
-265
-1% -$19.5K 0.64% 13
2025
Q3 		$1.96M Buy
27,106
+1,692
+7% +$118K 0.67% 13
2025
Q2 		$1.7M Buy
25,414
+761
+3% +$47.1K 0.65% 14
2025
Q1 		$1.49M Sell
24,653
-95
-0.4% -$6.07K 0.64% 14
2024
Q4 		$1.58M Sell
24,748
-588
-2% -$37.7K 0.69% 14
2024
Q3 		$1.58M Buy
25,336
+5,537
+28% +$332K 0.69% 14
2024
Q2 		$1.17M Buy
19,799
+8,509
+75% +$484K 0.57% 18
2024
Q1 		$643K Buy
11,290
+3,841
+52% +$208K 0.35% 31
2023
Q4 		$386K Sell
7,449
-2,488
-25% -$120K 0.23% 41
2023
Q3 		$463K Hold
9,937
– – 0.33% 35
2023
Q2 		$479K Sell
9,937
-875
-8% -$39.8K 0.35% 35
2023
Q1 		$480K Buy
10,812
+5,167
+92% +$224K 0.41% 34
2022
Q4 		$235K Buy
+5,645
New +$236K 0.25% 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

Sensible Money's DFUS Position: Q2 2026 in Review

Sensible Money increased its Dimensional US Equity ETF (DFUS) stake by 6.8% in Q2 2026, buying an estimated $150K and bringing the position to 29,709 shares worth $2.43M. The position accounts for 0.65% of the portfolio, ranked #12.

Sensible Money first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Sensible Money held 29,709 shares of Dimensional US Equity ETF worth $2.43M as of Q2 2026.
  • Sensible Money bought 1,901 Dimensional US Equity ETF shares in Q2 2026, an estimated $150K.
  • Dimensional US Equity ETF made up 0.65% of Sensible Money's portfolio in Q2 2026, its #12 holding.
  • Sensible Money first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.