TFO
DFUS

Timonier Family Office’s Dimensional US Equity ETF DFUS Stock Holding History

Timonier Family Office’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 		$31.3M Buy
+381,895
New +$30.2M 8.84% 4
2025
Q4 		$28.4M Sell
383,354
-18,721
-5% -$1.38M 9.02% 4
2025
Q3 		$29.1M Buy
402,075
+13,364
+3% +$931K 9.54% 4
2025
Q2 		$26.1M Buy
388,711
+2,792
+0.7% +$173K 9.74% 4
2025
Q1 		$23.3M Buy
385,919
+28,163
+8% +$1.8M 10.32% 3
2024
Q4 		$22.8M Buy
+357,756
New +$22.9M 11.7% 2

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

Timonier Family Office's DFUS Position: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 381,895 shares worth $31.3M. The stake represents 8.84% of the portfolio and ranks #4 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DFUS as recently as Q4 2025.

Timonier Family Office first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Timonier Family Office held 381,895 shares of Dimensional US Equity ETF worth $31.3M as of Q2 2026.
  • Dimensional US Equity ETF was a new Timonier Family Office position in Q2 2026.
  • Dimensional US Equity ETF made up 8.84% of Timonier Family Office's portfolio in Q2 2026, its #4 holding.
  • Timonier Family Office first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.