SP Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

SP Asset Management’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	$1.08M	Buy	13,184 +32	+0.2%	+$2.53K	0.09%	79
2026 Q1	$933K	Buy	13,152 +31	+0.2%	+$2.3K	0.08%	77
2025 Q4	$973K	Buy	13,121 +28	+0.2%	+$2.06K	0.08%	83
2025 Q3	$948K	Buy	13,093 +33	+0.3%	+$2.3K	0.08%	85
2025 Q2	$875K	Buy	13,060 +35	+0.3%	+$2.17K	0.07%	83
2025 Q1	$788K	Buy	13,025 +29	+0.2%	+$1.85K	0.07%	80
2024 Q4	$828K	Buy	12,996 +47	+0.4%	+$3.01K	0.07%	82
2024 Q3	$805K	Buy	12,949 +32	+0.2%	+$1.92K	0.07%	81
2024 Q2	$760K	Buy	12,917 +35	+0.3%	+$1.99K	0.07%	80
2024 Q1	$734K	Buy	12,882 +27	+0.2%	+$1.46K	0.07%	78
2023 Q4	$666K	Buy	12,855 +58	+0.5%	+$2.81K	0.07%	78
2023 Q3	$596K	Buy	12,797 +44	+0.3%	+$2.13K	0.07%	80
2023 Q2	$614K	Buy	12,753 +43	+0.3%	+$1.96K	0.07%	82
2023 Q1	$565K	Buy	12,710 +39	+0.3%	+$1.69K	0.07%	83
2022 Q4	$527K	Sell	12,671 -2,442	-16%	-$102K	0.07%	85
2022 Q3	$587K	Buy	15,113 +60	+0.4%	+$2.58K	0.08%	82
2022 Q2	$613K	Buy	15,053 +55	+0.4%	+$2.44K	0.08%	83
2022 Q1	$735K	Buy	14,998 +34	+0.2%	+$1.64K	0.08%	85
2021 Q4	$735K	Buy	14,964 +59	+0.4%	+$2.96K	0.07%	84
2021 Q3	$741K	Buy	+14,905	New	+$721K	0.08%	80

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SP Asset Management's DFUS Position: Q2 2026 in Review

SP Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 0.24% in Q2 2026, buying an estimated $2.53K and bringing the position to 13,184 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #79.

SP Asset Management first reported a position in DFUS in Q3 2021 and has held it in 20 quarters since. 501 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

SP Asset Management held 13,184 shares of Dimensional US Equity ETF worth $1.08M as of Q2 2026.
SP Asset Management bought 32 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.53K.
Dimensional US Equity ETF made up 0.09% of SP Asset Management's portfolio in Q2 2026, its #79 holding.
SP Asset Management first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 20 quarters since.
501 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.