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

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 224 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.
  • 224 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.