SWA
DFUS

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

SFMG 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 		$827K Buy
10,091
+3
+0% +$237 0.05% 146
2026
Q1 		$715K Buy
10,088
+2
+0% +$148 0.05% 146
2025
Q4 		$748K Sell
10,086
-94
-0.9% -$6.91K 0.05% 137
2025
Q3 		$737K Buy
10,180
+2
+0% +$139 0.05% 128
2025
Q2 		$682K Sell
10,178
-115
-1% -$7.12K 0.05% 124
2025
Q1 		$623K Buy
10,293
+2
+0% +$128 0.05% 131
2024
Q4 		$656K Sell
10,291
-102
-1% -$6.54K 0.05% 124
2024
Q3 		$646K Sell
10,393
-135
-1% -$8.08K 0.05% 121
2024
Q2 		$620K Buy
10,528
+3
+0% +$171 0.05% 116
2024
Q1 		$600K Buy
10,525
+2
+0% +$108 0.05% 123
2023
Q4 		$545K Sell
10,523
-93
-0.9% -$4.5K 0.05% 127
2023
Q3 		$494K Buy
10,616
+4
+0% +$193 0.05% 131
2023
Q2 		$511K Sell
10,612
-109
-1% -$4.96K 0.05% 123
2023
Q1 		$476K Buy
10,721
+4
+0% +$174 0.05% 131
2022
Q4 		$446K Buy
10,717
+5
+0% +$209 0.05% 144
2022
Q3 		$416K Sell
10,712
-114
-1% -$4.9K 0.05% 136
2022
Q2 		$441K Buy
10,826
+4
+0% +$177 0.05% 138
2022
Q1 		$530K Buy
10,822
+3
+0% +$145 0.05% 137
2021
Q4 		$559K Sell
10,819
-794
-7% -$39.9K 0.05% 140
2021
Q3 		$548K Sell
11,613
-199
-2% -$9.63K 0.06% 136
2021
Q2 		$557K Buy
+11,812
New +$551K 0.06% 138

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

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

SFMG Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.03% in Q2 2026, buying an estimated $237 and bringing the position to 10,091 shares worth $827K. The position accounts for 0.05% of the portfolio, ranked #146.

SFMG Wealth Advisors first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • SFMG Wealth Advisors held 10,091 shares of Dimensional US Equity ETF worth $827K as of Q2 2026.
  • SFMG Wealth Advisors bought 3 Dimensional US Equity ETF shares in Q2 2026, an estimated $237.
  • Dimensional US Equity ETF made up 0.05% of SFMG Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • SFMG Wealth Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.