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

Trinity 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	$24.8M	Buy	303,027 +211	+0.1%	+$16.7K	6.38%	4
2026 Q1	$21.5M	Buy	302,816 +35,310	+13%	+$2.62M	6.11%	4
2025 Q4	$19.8M	Buy	267,506 +21,676	+9%	+$1.59M	5.55%	5
2025 Q3	$17.8M	Buy	245,830 +9,469	+4%	+$660K	5.14%	5
2025 Q2	$15.8M	Sell	236,361 -17,705	-7%	-$1.1M	4.85%	6
2025 Q1	$14.7M	Buy	254,066 +36,190	+17%	+$2.31M	5.32%	6
2024 Q4	$13.9M	Buy	217,876 +112,247	+106%	+$7.2M	5.27%	6
2024 Q3	$5.55M	Buy	105,629 +80,068	+313%	+$4.79M	2.48%	13
2024 Q2	$1.5M	Buy	+25,561	New	+$1.45M	0.67%	23

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

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

Trinity Financial Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.07% in Q2 2026, buying an estimated $16.7K and bringing the position to 303,027 shares worth $24.8M. The position accounts for 6.38% of the portfolio, ranked #4.

Trinity Financial Advisors first reported a position in DFUS in Q2 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Trinity Financial Advisors held 303,027 shares of Dimensional US Equity ETF worth $24.8M as of Q2 2026.
Trinity Financial Advisors bought 211 Dimensional US Equity ETF shares in Q2 2026, an estimated $16.7K.
Dimensional US Equity ETF made up 6.38% of Trinity Financial Advisors's portfolio in Q2 2026, its #4 holding.
Trinity Financial Advisors first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 9 quarters since.
450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.