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

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

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. 872 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.
872 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.