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

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

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. 872 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.
  • 872 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.