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Strategic Financial Concepts’s Dimensional US Equity ETF DFUS Stock Holding History

Strategic Financial Concepts’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
2025
Q2 		– Sell
-32,059
Closed -$1.94M – 305
2025
Q1 		$1.94M Hold
32,059
– – 0.36% 63
2024
Q4 		$2.04M Buy
+32,059
New +$2.06M 0.39% 65
2024
Q3 		– Sell
-32,059
Closed -$1.89M – 343
2024
Q2 		$1.89M Sell
32,059
-206
-0.6% -$11.7K 1.1% 27
2024
Q1 		$1.84M Sell
32,265
-105
-0.3% -$5.68K 0.44% 57
2023
Q4 		$1.68M Sell
32,370
-510
-2% -$24.7K 0.99% 33
2023
Q3 		$1.53M Hold
32,880
– – 0.52% 54
2023
Q2 		$1.58M Sell
32,880
-328
-1% -$14.9K 0.58% 48
2023
Q1 		$1.48M Buy
+33,208
New +$1.44M 0.6% 45

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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Strategic Financial Concepts's DFUS Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Dimensional US Equity ETF (DFUS) in Q2 2025, closing a stake of 32,059 shares — an estimated $1.94M sold.

Strategic Financial Concepts first reported a position in DFUS in Q1 2023 and held it in 8 quarters. The position peaked at $2.04M in Q4 2024. 741 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Strategic Financial Concepts reported no remaining Dimensional US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 32,059 Dimensional US Equity ETF shares in Q2 2025, an estimated $1.94M.
  • Strategic Financial Concepts first reported a position in Dimensional US Equity ETF in Q1 2023 and held it in 8 quarters.
  • Strategic Financial Concepts's Dimensional US Equity ETF position peaked at $2.04M in Q4 2024.
  • 741 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.