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Soltis Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Soltis Investment Advisors’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 		$670K Buy
8,177
+20
+0.2% +$1.58K 0.04% 306
2026
Q1 		$578K Buy
8,157
+19
+0.2% +$1.41K 0.04% 311
2025
Q4 		$604K Buy
8,138
+18
+0.2% +$1.32K 0.04% 294
2025
Q3 		$588K Buy
+8,120
New +$566K 0.04% 279

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

Soltis Investment Advisors's DFUS Position: Q2 2026 in Review

Soltis Investment Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.25% in Q2 2026, buying an estimated $1.58K and bringing the position to 8,177 shares worth $670K. The position accounts for 0.04% of the portfolio, ranked #306.

Soltis Investment Advisors first reported a position in DFUS in Q3 2025 and has held it in 4 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Soltis Investment Advisors held 8,177 shares of Dimensional US Equity ETF worth $670K as of Q2 2026.
  • Soltis Investment Advisors bought 20 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.58K.
  • Dimensional US Equity ETF made up 0.04% of Soltis Investment Advisors's portfolio in Q2 2026, its #306 holding.
  • Soltis Investment Advisors first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.