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 Q3	$25.1M	Sell	301,875 -1,152	-0.4%	-$95.6K	6.45%	4
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

Trinity Financial Advisors's DFUS Position: Q3 2026 in Review

Trinity Financial Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.38% in Q3 2026, selling an estimated $95.6K and leaving 301,875 shares worth $25.1M. The position accounts for 6.45% of the portfolio, ranked #4.

Trinity Financial Advisors first reported a position in DFUS in Q2 2024 and has held it in 10 quarters since. 415 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Trinity Financial Advisors held 301,875 shares of Dimensional US Equity ETF worth $25.1M as of Q3 2026.
Trinity Financial Advisors sold 1,152 Dimensional US Equity ETF shares in Q3 2026, an estimated $95.6K.
Dimensional US Equity ETF made up 6.45% of Trinity Financial Advisors's portfolio in Q3 2026, its #4 holding.
Trinity Financial Advisors first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 10 quarters since.
415 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.