SGFG
DFUS

Silver Grove Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Silver Grove Financial Group’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 		– Sell
-1,118
Closed -$79.3K – 2455
2026
Q1 		$79.3K Buy
+1,118
New +$82.8K 0.06% 149

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

Silver Grove Financial Group's DFUS Position: Q2 2026 in Review

Silver Grove Financial Group sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 1,118 shares — an estimated $79.3K sold.

Silver Grove Financial Group first reported a position in DFUS in Q1 2026 and held it in 1 quarter. The position peaked at $79.3K in Q1 2026. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Silver Grove Financial Group reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Silver Grove Financial Group sold 1,118 Dimensional US Equity ETF shares in Q2 2026, an estimated $79.3K.
  • Silver Grove Financial Group first reported a position in Dimensional US Equity ETF in Q1 2026 and held it in 1 quarter.
  • Silver Grove Financial Group's Dimensional US Equity ETF position peaked at $79.3K in Q1 2026.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.