UAG
DFUS

United Advisor Group’s Dimensional US Equity ETF DFUS Stock Holding History

United Advisor Group’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 		$1.85M Buy
+22,602
New +$1.79M 0.2% 135

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

United Advisor Group's DFUS Position: Q2 2026 in Review

United Advisor Group opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 22,602 shares worth $1.85M. The stake represents 0.2% of the portfolio and ranks #135 among its holdings.

868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • United Advisor Group held 22,602 shares of Dimensional US Equity ETF worth $1.85M as of Q2 2026.
  • Dimensional US Equity ETF was a new United Advisor Group position in Q2 2026.
  • Dimensional US Equity ETF made up 0.2% of United Advisor Group's portfolio in Q2 2026, its #135 holding.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.