SIS
DFUS

Strategic Investment Solutions’s Dimensional US Equity ETF DFUS Stock Holding History

Strategic Investment Solutions’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 		$19.6M Sell
239,793
-1,614
-0.7% -$128K 4.49% 4
2026
Q1 		$17.1M Sell
241,407
-991
-0.4% -$73.4K 4.13% 5
2025
Q4 		$18M Sell
242,398
-61,121
-20% -$4.49M 4.33% 3
2025
Q3 		$22M Sell
303,519
-6,825
-2% -$475K 5.82% 2
2025
Q2 		$20.8M Sell
310,344
-65,671
-17% -$4.07M 6.29% 2
2025
Q1 		$22.7M Buy
376,015
+62,767
+20% +$4.01M 6.6% 2
2024
Q4 		$17M Sell
313,248
-64,723
-17% -$4.15M 5.7% 2
2024
Q3 		$23.5M Buy
377,971
+6,955
+2% +$416K 7.04% 2
2024
Q2 		$22.2M Buy
+371,016
New +$21.1M 7.17% 2
2023
Q4 		$15.4M Sell
297,232
-2,173,206
-88% -$105M 2.67% 6
2023
Q3 		$119M Buy
2,470,438
+2,439,997
+8,015% +$118M 1.47% 19
2023
Q2 		$1.44M Sell
30,441
-124,918
-80% -$5.68M 0.29% 32
2023
Q1 		$6.9M Sell
155,359
-582
-0.4% -$25.3K 1.35% 17
2022
Q4 		$7.08M Buy
+155,941
New +$6.52M 3.5% 8

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

Strategic Investment Solutions's DFUS Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Dimensional US Equity ETF (DFUS) stake by 0.67% in Q2 2026, selling an estimated $128K and leaving 239,793 shares worth $19.6M. The position accounts for 4.49% of the portfolio, ranked #4.

Strategic Investment Solutions first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $119M in Q3 2023. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Strategic Investment Solutions held 239,793 shares of Dimensional US Equity ETF worth $19.6M as of Q2 2026.
  • Strategic Investment Solutions sold 1,614 Dimensional US Equity ETF shares in Q2 2026, an estimated $128K.
  • Dimensional US Equity ETF made up 4.49% of Strategic Investment Solutions's portfolio in Q2 2026, its #4 holding.
  • Strategic Investment Solutions first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's Dimensional US Equity ETF position peaked at $119M in Q3 2023.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.