Team Hewins’s Dimensional US Equity ETF DFUS Stock Holding History

Team Hewins’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	$11M	Sell	134,100 -27	-0%	-$2.13K	3.01%	7
2026 Q1	$9.51M	Buy	134,127 +105,232	+364%	+$7.8M	2.83%	7
2025 Q4	$2.14M	Sell	28,895 -39	-0.1%	-$2.87K	0.69%	13
2025 Q3	$2.1M	Sell	28,934 -82	-0.3%	-$5.71K	0.71%	12
2025 Q2	$1.94M	Sell	29,016 -1,643	-5%	-$102K	0.7%	12
2025 Q1	$1.85M	Sell	30,659 -743	-2%	-$47.5K	0.72%	11
2024 Q4	$2M	Sell	31,402 -6,679	-18%	-$428K	0.78%	9
2024 Q3	$2.37M	Buy	38,081 +25,261	+197%	+$1.51M	0.91%	9
2024 Q2	$754K	Hold	12,820	–	–	0.31%	13
2024 Q1	$730K	Hold	12,820	–	–	0.29%	14
2023 Q4	$664K	Buy	+12,820	New	+$621K	0.29%	14
2023 Q3	–	Sell	-12,820	Closed	-$617K	–	36
2023 Q2	$617K	Hold	12,820	–	–	0.29%	14
2023 Q1	$570K	Hold	12,820	–	–	0.3%	13
2022 Q4	$533K	Buy	+12,820	New	+$536K	0.29%	13

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Team Hewins's DFUS Position: Q2 2026 in Review

Team Hewins reduced its Dimensional US Equity ETF (DFUS) stake by 0.02% in Q2 2026, selling an estimated $2.13K and leaving 134,100 shares worth $11M. The position accounts for 3.01% of the portfolio, ranked #7.

Team Hewins first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Team Hewins held 134,100 shares of Dimensional US Equity ETF worth $11M as of Q2 2026.
Team Hewins sold 27 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.13K.
Dimensional US Equity ETF made up 3.01% of Team Hewins's portfolio in Q2 2026, its #7 holding.
Team Hewins first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.