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Sound Income Strategies’s Dimensional US Equity ETF DFUS Stock Holding History

Sound Income Strategies’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 		– Sell
-1
Closed -$39 – 936
2026
Q1 		$39 Sell
1
-501
-100% -$37.1K ﹤0.01% 2542
2025
Q4 		$37.9K Buy
+502
New +$36.9K ﹤0.01% 900

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
MASECO Private Wealth
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
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Plancorp LLC
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
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Sound Income Strategies's DFUS Position: Q2 2026 in Review

Sound Income Strategies sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 1 share — an estimated $39 sold.

Sound Income Strategies first reported a position in DFUS in Q4 2025 and held it in 2 quarters. The position peaked at $37.9K in Q4 2025. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Sound Income Strategies reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1 Dimensional US Equity ETF share in Q2 2026, an estimated $39.
  • Sound Income Strategies first reported a position in Dimensional US Equity ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Dimensional US Equity ETF position peaked at $37.9K in Q4 2025.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.