True North Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

True North 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	$330K	Sell	4,024 -306	-7%	-$24.2K	0.03%	224
2026 Q1	$307K	Sell	4,330 -336	-7%	-$24.9K	0.04%	204
2025 Q4	$346K	Hold	4,666	–	–	0.04%	196
2025 Q3	$338K	Hold	4,666	–	–	0.05%	163
2025 Q2	$313K	Sell	4,666 -408	-8%	-$25.3K	0.06%	178
2025 Q1	$307K	Hold	5,074	–	–	0.05%	188
2024 Q4	$323K	Buy	+5,074	New	+$325K	0.08%	133

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

True North Advisors's DFUS Position: Q2 2026 in Review

True North Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 7.1% in Q2 2026, selling an estimated $24.2K and leaving 4,024 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #224.

True North Advisors first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $346K in Q4 2025. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

True North Advisors held 4,024 shares of Dimensional US Equity ETF worth $330K as of Q2 2026.
True North Advisors sold 306 Dimensional US Equity ETF shares in Q2 2026, an estimated $24.2K.
Dimensional US Equity ETF made up 0.03% of True North Advisors's portfolio in Q2 2026, its #224 holding.
True North Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
True North Advisors's Dimensional US Equity ETF position peaked at $346K in Q4 2025.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.