Sterling Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Sterling Wealth 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	$25.9M	Sell	316,052 -1,079	-0.3%	-$85.3K	14.08%	2
2026 Q1	$24.5M	Sell	317,131 -866	-0.3%	-$64.2K	13.98%	2
2025 Q4	$23.6M	Buy	317,997 +248	+0.1%	+$18.2K	14.24%	3
2025 Q3	$22.9M	Buy	317,749 +6,285	+2%	+$438K	14.64%	3
2025 Q2	$21.1M	Sell	311,464 -27,815	-8%	-$1.72M	14.91%	3
2025 Q1	$20.5M	Buy	339,279 +32,804	+11%	+$2.1M	15.81%	3
2024 Q4	$19.5M	Buy	+306,475	New	+$19.7M	15.33%	3

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Sterling Wealth Advisors's DFUS Position: Q2 2026 in Review

Sterling Wealth Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.34% in Q2 2026, selling an estimated $85.3K and leaving 316,052 shares worth $25.9M. The position accounts for 14.08% of the portfolio, ranked #2.

Sterling Wealth Advisors first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Sterling Wealth Advisors held 316,052 shares of Dimensional US Equity ETF worth $25.9M as of Q2 2026.
Sterling Wealth Advisors sold 1,079 Dimensional US Equity ETF shares in Q2 2026, an estimated $85.3K.
Dimensional US Equity ETF made up 14.08% of Sterling Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Sterling Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.