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DFUS

Transce3nd’s Dimensional US Equity ETF DFUS Stock Holding History

Transce3nd’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 		$43.9K Hold
532
– – 0.39% 47
2026
Q1 		$37.7K Hold
532
– – 0.33% 50
2025
Q4 		$40.4K Hold
532
– – 0.33% 49
2025
Q3 		$0 Sell
532
-1,351
-72% -$94.1K ﹤0.01% 384
2025
Q2 		$129K Sell
1,883
-1
-0.1% -$62 0.05% 183
2025
Q1 		$105K Sell
1,884
-1,884
-50% -$120K 0.05% 196
2024
Q4 		$245K Buy
+3,768
New +$242K 0.08% 148

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

Transce3nd's DFUS Position: Q2 2026 in Review

Transce3nd held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 532 shares worth $43.9K. The position accounts for 0.39% of the portfolio, ranked #47.

Transce3nd first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $245K in Q4 2024. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Transce3nd held 532 shares of Dimensional US Equity ETF worth $43.9K as of Q2 2026.
  • Transce3nd left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.39% of Transce3nd's portfolio in Q2 2026, its #47 holding.
  • Transce3nd first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Transce3nd's Dimensional US Equity ETF position peaked at $245K in Q4 2024.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Transce3nd's 13F filing for Q2 2026, filed 24 Jul 2026.