SFS
DFUS

Sowell Financial Services’s Dimensional US Equity ETF DFUS Stock Holding History

Sowell Financial Services’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 		$11.4M Sell
139,412
-151
-0.1% -$11.9K 0.37% 48
2026
Q1 		$9.9M Sell
139,563
-966
-0.7% -$71.6K 0.37% 50
2025
Q4 		$10.4M Buy
140,529
+555
+0.4% +$40.8K 0.38% 49
2025
Q3 		$10.1M Buy
139,974
+4,059
+3% +$283K 0.39% 47
2025
Q2 		$9.11M Sell
135,915
-1,259
-0.9% -$78K 0.37% 51
2025
Q1 		$8.3M Buy
137,174
+1,035
+0.8% +$66.1K 0.38% 52
2024
Q4 		$8.68M Sell
136,139
-181,174
-57% -$11.6M 0.46% 48
2024
Q3 		$19.7M Buy
317,313
+1,768
+0.6% +$106K 0.92% 15
2024
Q2 		$18.6M Sell
315,545
-5,573
-2% -$317K 0.89% 16
2024
Q1 		$18.3M Buy
321,118
+7,704
+2% +$417K 0.86% 16
2023
Q4 		$16.2M Buy
313,414
+22,907
+8% +$1.11M 0.88% 16
2023
Q3 		$13.5M Buy
290,507
+39,686
+16% +$1.92M 0.85% 19
2023
Q2 		$12.1M Buy
250,821
+107,442
+75% +$4.89M 0.67% 24
2023
Q1 		$6.37M Sell
143,379
-8,081
-5% -$351K 0.49% 38
2022
Q4 		$6.3M Buy
151,460
+15,856
+12% +$663K 0.41% 53
2022
Q3 		$5.26M Buy
+135,604
New +$5.83M 0.53% 39
2022
Q2 		– Sell
-95,939
Closed -$4.7M – 293
2022
Q1 		$4.7M Sell
95,939
-31,428
-25% -$1.52M 0.82% 20
2021
Q4 		$6.58M Buy
127,367
+3,012
+2% +$151K 0.38% 58
2021
Q3 		$5.87M Sell
124,355
-1,131
-0.9% -$54.7K 0.4% 57
2021
Q2 		$5.91M Buy
+125,486
New +$5.85M 0.39% 62

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

Sowell Financial Services's DFUS Position: Q2 2026 in Review

Sowell Financial Services reduced its Dimensional US Equity ETF (DFUS) stake by 0.11% in Q2 2026, selling an estimated $11.9K and leaving 139,412 shares worth $11.4M. The position accounts for 0.37% of the portfolio, ranked #48.

Sowell Financial Services first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $19.7M in Q3 2024. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Sowell Financial Services held 139,412 shares of Dimensional US Equity ETF worth $11.4M as of Q2 2026.
  • Sowell Financial Services sold 151 Dimensional US Equity ETF shares in Q2 2026, an estimated $11.9K.
  • Dimensional US Equity ETF made up 0.37% of Sowell Financial Services's portfolio in Q2 2026, its #48 holding.
  • Sowell Financial Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Sowell Financial Services's Dimensional US Equity ETF position peaked at $19.7M in Q3 2024.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.