SIC
DFUS

SJS Investment Consulting’s Dimensional US Equity ETF DFUS Stock Holding History

SJS Investment Consulting’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 		$2.26M Sell
27,525
-3,250
-11% -$257K 0.25% 31
2026
Q1 		$2.18M Hold
30,775
– – 0.27% 31
2025
Q4 		$2.28M Hold
30,775
– – 0.29% 29
2025
Q3 		$2.23M Buy
30,775
+355
+1% +$24.7K 0.31% 30
2025
Q2 		$2.04M Buy
30,420
+3,740
+14% +$232K 0.32% 27
2025
Q1 		$1.61M Buy
26,680
+250
+0.9% +$16K 0.28% 32
2024
Q4 		$1.68M Sell
26,430
-900
-3% -$57.7K 0.29% 30
2024
Q3 		$1.7M Hold
27,330
– – 0.3% 29
2024
Q2 		$1.61M Buy
27,330
+7,530
+38% +$428K 0.31% 28
2024
Q1 		$1.13M Hold
19,800
– – 0.23% 30
2023
Q4 		$1.03M Hold
19,800
– – 0.23% 30
2023
Q3 		$922K Hold
19,800
– – 0.23% 30
2023
Q2 		$954K Hold
19,800
– – 0.24% 30
2023
Q1 		$880K Sell
19,800
-100
-0.5% -$4.34K 0.24% 30
2022
Q4 		$828K Buy
19,900
+655
+3% +$27.4K 0.25% 28
2022
Q3 		$747K Buy
+19,245
New +$828K 0.25% 28
2022
Q1 		$1.24M Sell
25,386
-1,000
-4% -$48.3K 0.38% 23
2021
Q4 		$1.36M Buy
+26,386
New +$1.33M 0.41% 22

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
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
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

SJS Investment Consulting's DFUS Position: Q2 2026 in Review

SJS Investment Consulting reduced its Dimensional US Equity ETF (DFUS) stake by 11% in Q2 2026, selling an estimated $257K and leaving 27,525 shares worth $2.26M. The position accounts for 0.25% of the portfolio, ranked #31.

SJS Investment Consulting first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.28M in Q4 2025. 374 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • SJS Investment Consulting held 27,525 shares of Dimensional US Equity ETF worth $2.26M as of Q2 2026.
  • SJS Investment Consulting sold 3,250 Dimensional US Equity ETF shares in Q2 2026, an estimated $257K.
  • Dimensional US Equity ETF made up 0.25% of SJS Investment Consulting's portfolio in Q2 2026, its #31 holding.
  • SJS Investment Consulting first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's Dimensional US Equity ETF position peaked at $2.28M in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.