SP
DFUS

Symmetry Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Symmetry Partners’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 		$6.77M Buy
82,599
+1,121
+1% +$88.6K 0.35% 36
2026
Q1 		$5.78M Sell
81,478
-6,073
-7% -$450K 0.33% 38
2025
Q4 		$6.49M Sell
87,551
-6,126
-7% -$450K 0.38% 36
2025
Q3 		$6.79M Sell
93,677
-1,385
-1% -$96.5K 0.74% 34
2025
Q2 		$6.37M Sell
95,062
-2,283
-2% -$141K 0.78% 31
2025
Q1 		$5.89M Sell
97,345
-9,290
-9% -$594K 0.82% 30
2024
Q4 		$6.8M Sell
106,635
-5,851
-5% -$375K 0.97% 28
2024
Q3 		$7M Sell
112,486
-204,809
-65% -$12.3M 1.66% 19
2024
Q2 		$18.7M Buy
317,295
+5,712
+2% +$325K 0.96% 28
2024
Q1 		$17.8M Sell
311,583
-5,803
-2% -$314K 1.39% 20
2023
Q4 		$16.5M Sell
317,386
-1,965
-0.6% -$95.1K 0.89% 31
2023
Q3 		$14.9M Sell
319,351
-672
-0.2% -$32.5K 0.81% 34
2023
Q2 		$15.4M Sell
320,023
-96
-0% -$4.37K 0.82% 30
2023
Q1 		$14.2M Buy
320,119
+252
+0.1% +$10.9K 0.78% 31
2022
Q4 		$13.3M Buy
319,867
+6,300
+2% +$263K 0.79% 30
2022
Q3 		$12.2M Buy
313,567
+34,680
+12% +$1.49M 0.82% 30
2022
Q2 		$11.4M Buy
278,887
+13,969
+5% +$619K 0.76% 30
2022
Q1 		$13M Buy
264,918
+27,958
+12% +$1.35M 0.82% 30
2021
Q4 		$12.3M Buy
236,960
+1
+0% +$50 0.78% 31
2021
Q3 		$11.3M Hold
236,959
– – 0.74% 31
2021
Q2 		$11.2M Buy
+236,959
New +$11M 0.74% 32

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Symmetry Partners's DFUS Position: Q2 2026 in Review

Symmetry Partners increased its Dimensional US Equity ETF (DFUS) stake by 1.4% in Q2 2026, buying an estimated $88.6K and bringing the position to 82,599 shares worth $6.77M. The position accounts for 0.35% of the portfolio, ranked #36.

Symmetry Partners first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $18.7M in Q2 2024. 482 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Symmetry Partners held 82,599 shares of Dimensional US Equity ETF worth $6.77M as of Q2 2026.
  • Symmetry Partners bought 1,121 Dimensional US Equity ETF shares in Q2 2026, an estimated $88.6K.
  • Dimensional US Equity ETF made up 0.35% of Symmetry Partners's portfolio in Q2 2026, its #36 holding.
  • Symmetry Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • Symmetry Partners's Dimensional US Equity ETF position peaked at $18.7M in Q2 2024.
  • 482 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.