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 Q3	$2.29M	Hold	27,525	–	–	0.23%	33
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

SJS Investment Consulting's DFUS Position: Q3 2026 in Review

SJS Investment Consulting held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 27,525 shares worth $2.29M. The position accounts for 0.23% of the portfolio, ranked #33.

SJS Investment Consulting first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 415 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

SJS Investment Consulting held 27,525 shares of Dimensional US Equity ETF worth $2.29M as of Q3 2026.
SJS Investment Consulting left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.23% of SJS Investment Consulting's portfolio in Q3 2026, its #33 holding.
SJS Investment Consulting first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
415 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.