SHJ
DFUS

Sharkey, Howes & Javer’s Dimensional US Equity ETF DFUS Stock Holding History

Sharkey, Howes & Javer’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 		$549K Buy
6,706
+842
+14% +$66.6K 0.07% 109
2026
Q1 		$416K Buy
5,864
+14
+0.2% +$1.04K 0.06% 121
2025
Q4 		$434K Buy
5,850
+13
+0.2% +$955 0.06% 123
2025
Q3 		$423K Buy
5,837
+14
+0.2% +$975 0.05% 121
2025
Q2 		$390K Buy
5,823
+16
+0.3% +$991 0.05% 120
2025
Q1 		$351K Buy
5,807
+13
+0.2% +$831 0.05% 121
2024
Q4 		$369K Buy
5,794
+20
+0.3% +$1.28K 0.05% 116
2024
Q3 		$359K Buy
5,774
+15
+0.3% +$898 0.05% 111
2024
Q2 		$339K Sell
5,759
-677
-11% -$38.5K 0.05% 93
2024
Q1 		$367K Buy
6,436
+13
+0.2% +$704 0.06% 91
2023
Q4 		$333K Buy
6,423
+29
+0.5% +$1.4K 0.06% 86
2023
Q3 		$298K Buy
6,394
+22
+0.3% +$1.06K 0.06% 87
2023
Q2 		$307K Buy
6,372
+21
+0.3% +$955 0.06% 80
2023
Q1 		$282K Buy
6,351
+20
+0.3% +$869 0.06% 81
2022
Q4 		$263K Buy
6,331
+29
+0.5% +$1.21K 0.06% 86
2022
Q3 		$245K Buy
6,302
+25
+0.4% +$1.07K 0.05% 98
2022
Q2 		$256K Buy
6,277
+23
+0.4% +$1.02K 0.06% 78
2022
Q1 		$307K Buy
6,254
+14
+0.2% +$677 0.07% 65
2021
Q4 		$323K Sell
6,240
-1,983
-24% -$99.7K 0.07% 68
2021
Q3 		$388K Buy
8,223
+22
+0.3% +$1.06K 0.1% 62
2021
Q2 		$386K Buy
+8,201
New +$382K 0.1% 62

Other funds holding DFUS

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return