TPG Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

TPG Financial Advisors’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	$582K	Sell	7,099 -847	-11%	-$67K	0.17%	44
2026 Q1	$563K	Hold	7,946	–	–	0.18%	46
2025 Q4	$589K	Sell	7,946 -668	-8%	-$49.1K	0.2%	45
2025 Q3	$624K	Sell	8,614 -230	-3%	-$16K	0.23%	42
2025 Q2	$593K	Sell	8,844 -1,196	-12%	-$74.1K	0.24%	43
2025 Q1	$607K	Sell	10,040 -581	-5%	-$37.1K	0.27%	38
2024 Q4	$677K	Hold	10,621	–	–	0.29%	39
2024 Q3	$661K	Hold	10,621	–	–	0.3%	37
2024 Q2	$625K	Buy	+10,621	New	+$604K	0.3%	37
2023 Q4	$548K	Buy	+10,621	New	+$514K	0.28%	39

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

TPG Financial Advisors's DFUS Position: Q2 2026 in Review

TPG Financial Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 11% in Q2 2026, selling an estimated $67K and leaving 7,099 shares worth $582K. The position accounts for 0.17% of the portfolio, ranked #44.

TPG Financial Advisors first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $677K in Q4 2024. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

TPG Financial Advisors held 7,099 shares of Dimensional US Equity ETF worth $582K as of Q2 2026.
TPG Financial Advisors sold 847 Dimensional US Equity ETF shares in Q2 2026, an estimated $67K.
Dimensional US Equity ETF made up 0.17% of TPG Financial Advisors's portfolio in Q2 2026, its #44 holding.
TPG Financial Advisors first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
TPG Financial Advisors's Dimensional US Equity ETF position peaked at $677K in Q4 2024.
870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.