Stonebrook Private’s Dimensional US Equity ETF DFUS Stock Holding History

Stonebrook Private’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	$353K	Buy	4,308 +2	+0%	+$158	0.06%	163
2026 Q1	$305K	Buy	4,306 +2	+0%	+$148	0.07%	163
2025 Q4	$319K	Sell	4,304 -816	-16%	-$60K	0.07%	152
2025 Q3	$371K	Sell	5,120 -1,748	-25%	-$122K	0.08%	149
2025 Q2	$460K	Sell	6,868 -1,422	-17%	-$88.1K	0.11%	132
2025 Q1	$501K	Sell	8,290 -1,014	-11%	-$64.8K	0.13%	122
2024 Q4	$593K	Sell	9,304 -2,489	-21%	-$160K	0.16%	106
2024 Q3	$734K	Sell	11,793 -45,124	-79%	-$2.7M	0.19%	99
2024 Q2	$3.35M	Sell	56,917 -66,816	-54%	-$3.8M	0.96%	30
2024 Q1	$7.05M	Buy	123,733 +20,668	+20%	+$1.12M	2.06%	8
2023 Q4	$5.34M	Buy	+103,065	New	+$4.99M	1.78%	11

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

Stonebrook Private's DFUS Position: Q2 2026 in Review

Stonebrook Private increased its Dimensional US Equity ETF (DFUS) stake by 0.05% in Q2 2026, buying an estimated $158 and bringing the position to 4,308 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #163.

Stonebrook Private first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.05M in Q1 2024. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Stonebrook Private held 4,308 shares of Dimensional US Equity ETF worth $353K as of Q2 2026.
Stonebrook Private bought 2 Dimensional US Equity ETF shares in Q2 2026, an estimated $158.
Dimensional US Equity ETF made up 0.06% of Stonebrook Private's portfolio in Q2 2026, its #163 holding.
Stonebrook Private first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
Stonebrook Private's Dimensional US Equity ETF position peaked at $7.05M in Q1 2024.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.