Sittner & Nelson’s Dimensional US Equity ETF DFUS Stock Holding History

Sittner & Nelson’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	$288K	Hold	3,514	–	–	0.09%	144
2026 Q1	$249K	Hold	3,514	–	–	0.09%	145
2025 Q4	$265K	Hold	3,514	–	–	0.09%	139
2025 Q3	$255K	Hold	3,514	–	–	0.09%	123
2025 Q2	$236K	Sell	3,514 -1,290	-27%	-$79.9K	0.09%	128
2025 Q1	$291K	Buy	4,804 +4,074	+558%	+$260K	0.12%	112
2024 Q4	$46.5K	Hold	730	–	–	0.02%	233
2024 Q3	$45.4K	Hold	730	–	–	0.02%	238
2024 Q2	$43K	Hold	730	–	–	0.02%	224
2024 Q1	$41.6K	Hold	730	–	–	0.02%	226
2023 Q4	$37.8K	Hold	730	–	–	0.02%	235
2023 Q3	$34K	Sell	730 -540	-43%	-$26.1K	0.02%	240
2023 Q2	$61.2K	Hold	1,270	–	–	0.03%	194
2023 Q1	$56.4K	Hold	1,270	–	–	0.03%	210
2022 Q4	$52.8K	Hold	1,270	–	–	0.03%	213
2022 Q3	$49K	Hold	1,270	–	–	0.03%	205
2022 Q2	$52K	Hold	1,270	–	–	0.03%	210
2022 Q1	$62K	Hold	1,270	–	–	0.04%	192
2021 Q4	$66K	Hold	1,270	–	–	0.04%	181
2021 Q3	$60K	Buy	+1,270	New	+$61.5K	0.04%	172

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Sittner & Nelson's DFUS Position: Q2 2026 in Review

Sittner & Nelson held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 3,514 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #144.

Sittner & Nelson first reported a position in DFUS in Q3 2021 and has held it in 20 quarters since. The position peaked at $291K in Q1 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Sittner & Nelson held 3,514 shares of Dimensional US Equity ETF worth $288K as of Q2 2026.
Sittner & Nelson left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.09% of Sittner & Nelson's portfolio in Q2 2026, its #144 holding.
Sittner & Nelson first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 20 quarters since.
Sittner & Nelson's Dimensional US Equity ETF position peaked at $291K in Q1 2025.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.