TFM
DFUS

Trademark Financial Management’s Dimensional US Equity ETF DFUS Stock Holding History

Trademark Financial Management’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 		$942K Hold
11,500
– – 0.39% 46
2026
Q1 		$815K Hold
11,500
– – 0.4% 42
2025
Q4 		$853K Hold
11,500
– – 0.47% 43
2025
Q3 		$833K Sell
11,500
-100
-0.9% -$6.97K 0.48% 44
2025
Q2 		$777K Hold
11,600
– – 0.48% 45
2025
Q1 		$702K Hold
11,600
– – 0.54% 45
2024
Q4 		$740K Hold
11,600
– – 0.59% 35
2024
Q3 		$722K Hold
11,600
– – 0.57% 38
2024
Q2 		$683K Hold
11,600
– – 0.56% 38
2024
Q1 		$661K Sell
11,600
-125
-1% -$6.77K 0.55% 44
2023
Q4 		$608K Buy
+11,725
New +$568K 0.45% 54

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

Trademark Financial Management's DFUS Position: Q2 2026 in Review

Trademark Financial Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 11,500 shares worth $942K. The position accounts for 0.39% of the portfolio, ranked #46.

Trademark Financial Management first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Trademark Financial Management held 11,500 shares of Dimensional US Equity ETF worth $942K as of Q2 2026.
  • Trademark Financial Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.39% of Trademark Financial Management's portfolio in Q2 2026, its #46 holding.
  • Trademark Financial Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.