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

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

Sharkey, Howes & Javer's DFUS Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its Dimensional US Equity ETF (DFUS) stake by 14% in Q2 2026, buying an estimated $66.6K and bringing the position to 6,706 shares worth $549K. The position accounts for 0.07% of the portfolio, ranked #109.

Sharkey, Howes & Javer 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.

  • Sharkey, Howes & Javer held 6,706 shares of Dimensional US Equity ETF worth $549K as of Q2 2026.
  • Sharkey, Howes & Javer bought 842 Dimensional US Equity ETF shares in Q2 2026, an estimated $66.6K.
  • Dimensional US Equity ETF made up 0.07% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #109 holding.
  • Sharkey, Howes & Javer 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 Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.