SA
DFUS

Stewardship Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Stewardship 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 		$670K Buy
8,173
+214
+3% +$16.9K 0.14% 77
2026
Q1 		$564K Buy
7,959
+142
+2% +$10.5K 0.13% 81
2025
Q4 		$580K Sell
7,817
-218
-3% -$16K 0.13% 77
2025
Q3 		$582K Sell
8,035
-765
-9% -$53.3K 0.14% 71
2025
Q2 		$590K Buy
8,800
+548
+7% +$33.9K 0.15% 67
2025
Q1 		$499K Buy
8,252
+1,375
+20% +$87.9K 0.13% 72
2024
Q4 		$438K Buy
6,877
+870
+14% +$55.8K 0.12% 92
2024
Q3 		$374K Buy
+6,007
New +$360K 0.11% 83

Other funds holding DFUS

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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 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
Commonwealth Equity Services
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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Stewardship Advisors's DFUS Position: Q2 2026 in Review

Stewardship Advisors increased its Dimensional US Equity ETF (DFUS) stake by 2.7% in Q2 2026, buying an estimated $16.9K and bringing the position to 8,173 shares worth $670K. The position accounts for 0.14% of the portfolio, ranked #77.

Stewardship Advisors first reported a position in DFUS in Q3 2024 and has held it in 8 quarters since. 443 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Stewardship Advisors held 8,173 shares of Dimensional US Equity ETF worth $670K as of Q2 2026.
  • Stewardship Advisors bought 214 Dimensional US Equity ETF shares in Q2 2026, an estimated $16.9K.
  • Dimensional US Equity ETF made up 0.14% of Stewardship Advisors's portfolio in Q2 2026, its #77 holding.
  • Stewardship Advisors first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 443 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.