Stifel Financial
DFUS

Stifel Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Stifel Financial’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 		$17M Buy
207,764
+4,455
+2% +$352K 0.01% 750
2026
Q1 		$14.4M Buy
203,309
+10,642
+6% +$789K 0.01% 771
2025
Q4 		$14.3M Buy
192,667
+8,573
+5% +$630K 0.01% 782
2025
Q3 		$13.3M Buy
184,094
+10,473
+6% +$730K 0.01% 811
2025
Q2 		$11.6M Buy
173,621
+22,822
+15% +$1.41M 0.01% 814
2025
Q1 		$9.12M Buy
150,799
+16,593
+12% +$1.06M 0.01% 879
2024
Q4 		$8.56M Buy
134,206
+3,536
+3% +$227K 0.01% 927
2024
Q3 		$8.13M Buy
130,670
+2,325
+2% +$139K 0.01% 942
2024
Q2 		$7.55M Buy
128,345
+528
+0.4% +$30K 0.01% 926
2024
Q1 		$7.28M Buy
127,817
+5,149
+4% +$279K 0.01% 939
2023
Q4 		$6.36M Buy
122,668
+2,764
+2% +$134K 0.01% 980
2023
Q3 		$5.58M Sell
119,904
-1,460
-1% -$70.6K 0.01% 976
2023
Q2 		$5.84M Sell
121,364
-2,120
-2% -$96.4K 0.01% 956
2023
Q1 		$5.49M Sell
123,484
-3,469
-3% -$151K 0.01% 963
2022
Q4 		$5.28M Buy
126,953
+1,521
+1% +$63.6K 0.01% 955
2022
Q3 		$4.87M Buy
125,432
+1,894
+2% +$81.4K 0.01% 964
2022
Q2 		$5.03M Buy
123,538
+5,598
+5% +$248K 0.01% 971
2022
Q1 		$5.78M Sell
117,940
-2,709
-2% -$131K 0.01% 984
2021
Q4 		$6.24M Buy
120,649
+1,163
+1% +$58.5K 0.01% 952
2021
Q3 		$5.63M Buy
119,486
+775
+0.7% +$37.5K 0.01% 953
2021
Q2 		$5.59M Buy
+118,711
New +$5.53M 0.01% 964

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

Stifel Financial's DFUS Position: Q2 2026 in Review

Stifel Financial increased its Dimensional US Equity ETF (DFUS) stake by 2.2% in Q2 2026, buying an estimated $352K and bringing the position to 207,764 shares worth $17M. The position accounts for 0.01% of the portfolio, ranked #750.

Stifel Financial first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Stifel Financial held 207,764 shares of Dimensional US Equity ETF worth $17M as of Q2 2026.
  • Stifel Financial bought 4,455 Dimensional US Equity ETF shares in Q2 2026, an estimated $352K.
  • Dimensional US Equity ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #750 holding.
  • Stifel Financial first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.