SIMC
DFUS

Squire Investment Management Company’s Dimensional US Equity ETF DFUS Stock Holding History

Squire Investment Management Company’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 		$4.61M Buy
56,304
+1,256
+2% +$99.3K 1.11% 17
2026
Q1 		$3.9M Buy
55,048
+690
+1% +$51.1K 1.09% 18
2025
Q4 		$4.03M Buy
54,358
+2,494
+5% +$183K 1.22% 17
2025
Q3 		$3.76M Buy
51,864
+4,606
+10% +$321K 1.22% 17
2025
Q2 		$3.17M Buy
47,258
+2,494
+6% +$154K 1.17% 17
2025
Q1 		$2.71M Buy
44,764
+2,640
+6% +$169K 1.13% 17
2024
Q4 		$2.69M Buy
42,124
+5,876
+16% +$377K 1.18% 16
2024
Q3 		$2.25M Buy
36,248
+3,146
+10% +$188K 1.07% 18
2024
Q2 		$1.95M Sell
33,102
-1,131
-3% -$64.3K 1.1% 17
2024
Q1 		$1.95M Buy
34,233
+19,071
+126% +$1.03M 1.23% 15
2023
Q4 		$786K Buy
+15,162
New +$734K 0.64% 22

Other funds holding DFUS

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
PL
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Squire Investment Management Company's DFUS Position: Q2 2026 in Review

Squire Investment Management Company increased its Dimensional US Equity ETF (DFUS) stake by 2.3% in Q2 2026, buying an estimated $99.3K and bringing the position to 56,304 shares worth $4.61M. The position accounts for 1.11% of the portfolio, ranked #17.

Squire Investment Management Company first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 602 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Squire Investment Management Company held 56,304 shares of Dimensional US Equity ETF worth $4.61M as of Q2 2026.
  • Squire Investment Management Company bought 1,256 Dimensional US Equity ETF shares in Q2 2026, an estimated $99.3K.
  • Dimensional US Equity ETF made up 1.11% of Squire Investment Management Company's portfolio in Q2 2026, its #17 holding.
  • Squire Investment Management Company first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 602 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.