SFA
DFUS

Sequoia Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Sequoia 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 		$104M Sell
1,269,391
-27,932
-2% -$2.21M 0.52% 41
2026
Q1 		$92M Sell
1,297,323
-79,453
-6% -$5.89M 0.51% 43
2025
Q4 		$102M Sell
1,376,776
-34,166
-2% -$2.51M 0.57% 37
2025
Q3 		$102M Sell
1,410,942
-25,881
-2% -$1.8M 0.62% 36
2025
Q2 		$96.3M Sell
1,436,823
-19,197
-1% -$1.19M 0.66% 30
2025
Q1 		$88.1M Sell
1,456,020
-17,305
-1% -$1.11M 0.68% 29
2024
Q4 		$93.9M Sell
1,473,325
-69,617
-5% -$4.46M 0.9% 18
2024
Q3 		$96M Sell
1,542,942
-49,978
-3% -$2.99M 1.03% 15
2024
Q2 		$93.7M Sell
1,592,920
-25,815
-2% -$1.47M 1.13% 14
2024
Q1 		$92.2M Sell
1,618,735
-8,075
-0.5% -$437K 1.15% 17
2023
Q4 		$84.3M Sell
1,626,810
-15,757
-1% -$763K 1.05% 18
2023
Q3 		$76.5M Sell
1,642,567
-16,043
-1% -$776K 1.34% 18
2023
Q2 		$79.9M Buy
1,658,610
+17,327
+1% +$788K 1.37% 17
2023
Q1 		$72.9M Sell
1,641,283
-16,769
-1% -$728K 1.62% 11
2022
Q4 		$69M Buy
1,658,052
+39,584
+2% +$1.65M 1.7% 10
2022
Q3 		$62.8M Sell
1,618,468
-94,581
-6% -$4.07M 1.98% 10
2022
Q2 		$69.8M Sell
1,713,049
-12,081
-0.7% -$535K 1.97% 8
2022
Q1 		$84.6M Buy
1,725,130
+5,700
+0.3% +$276K 2.11% 8
2021
Q4 		$88.9M Buy
+1,719,430
New +$86.4M 2.42% 7

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Sequoia Financial Advisors's DFUS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 2.2% in Q2 2026, selling an estimated $2.21M and leaving 1,269,391 shares worth $104M. The position accounts for 0.52% of the portfolio, ranked #41.

Sequoia Financial Advisors first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 170 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Sequoia Financial Advisors held 1,269,391 shares of Dimensional US Equity ETF worth $104M as of Q2 2026.
  • Sequoia Financial Advisors sold 27,932 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.21M.
  • Dimensional US Equity ETF made up 0.52% of Sequoia Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Sequoia Financial Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.