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Strategy Asset Managers’s Dimensional US Equity ETF DFUS Stock Holding History

Strategy Asset Managers’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 		$216K Buy
+2,631
New +$208K 0.03% 258
2024
Q4 		– Sell
-5,180
Closed -$322K – 247
2024
Q3 		$322K Buy
+5,180
New +$310K 0.06% 208

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

Strategy Asset Managers's DFUS Position: Q2 2026 in Review

Strategy Asset Managers opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 2,631 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #258 among its holdings. This is a return to the name: Strategy Asset Managers previously reported a position in DFUS as recently as Q3 2024.

Strategy Asset Managers first reported a position in DFUS in Q3 2024 and has held it in 2 quarters since. The position peaked at $322K in Q3 2024. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Strategy Asset Managers held 2,631 shares of Dimensional US Equity ETF worth $216K as of Q2 2026.
  • Dimensional US Equity ETF was a new Strategy Asset Managers position in Q2 2026.
  • Dimensional US Equity ETF made up 0.03% of Strategy Asset Managers's portfolio in Q2 2026, its #258 holding.
  • Strategy Asset Managers first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 2 quarters since.
  • Strategy Asset Managers's Dimensional US Equity ETF position peaked at $322K in Q3 2024.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Strategy Asset Managers's 13F filing for Q2 2026, filed 14 Aug 2026.