Truepoint Inc’s Dimensional US Equity ETF DFUS Stock Holding History

Truepoint Inc’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	$1.92M	Hold	23,408	–	–	0.04%	58
2026 Q1	$1.66M	Sell	23,408 -404	-2%	-$29.9K	0.04%	63
2025 Q4	$1.77M	Hold	23,812	–	–	0.04%	61
2025 Q3	$1.72M	Hold	23,812	–	–	0.04%	61
2025 Q2	$1.6M	Hold	23,812	–	–	0.04%	60
2025 Q1	$1.44M	Hold	23,812	–	–	0.04%	59
2024 Q4	$1.52M	Sell	23,812 -10	-0%	-$641	0.04%	57
2024 Q3	$1.48M	Hold	23,822	–	–	0.04%	52
2024 Q2	$1.4M	Sell	23,822 -2,782	-10%	-$158K	0.04%	50
2024 Q1	$1.52M	Hold	26,604	–	–	0.04%	49
2023 Q4	$1.38M	Sell	26,604 -586	-2%	-$28.4K	0.04%	64
2023 Q3	$1.27M	Sell	27,190 -1,276	-4%	-$61.7K	0.04%	68
2023 Q2	$1.37M	Sell	28,466 -1,287	-4%	-$58.5K	0.05%	60
2023 Q1	$1.32M	Sell	29,753 -2,086	-7%	-$90.6K	0.05%	60
2022 Q4	$1.32M	Sell	31,839 -1,389	-4%	-$58.1K	0.05%	63
2022 Q3	$1.29M	Hold	33,228	–	–	0.07%	56
2022 Q2	$1.35M	Hold	33,228	–	–	0.07%	54
2022 Q1	$1.63M	Sell	33,228 -770	-2%	-$37.2K	0.08%	47
2021 Q4	$1.76M	Sell	33,998 -345	-1%	-$17.3K	0.08%	43
2021 Q3	$1.62M	Buy	+34,343	New	+$1.66M	0.08%	46

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

Truepoint Inc's DFUS Position: Q2 2026 in Review

Truepoint Inc held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 23,408 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #58.

Truepoint Inc first reported a position in DFUS in Q3 2021 and has held it in 20 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Truepoint Inc held 23,408 shares of Dimensional US Equity ETF worth $1.92M as of Q2 2026.
Truepoint Inc left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.04% of Truepoint Inc's portfolio in Q2 2026, its #58 holding.
Truepoint Inc first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 20 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.