UCFA
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United Capital Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

United Capital 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 		$6.63M Sell
80,910
-1,459
-2% -$115K 0.04% 321
2026
Q1 		$5.84M Buy
82,369
+604
+0.7% +$44.8K 0.04% 331
2025
Q4 		$6.06M Sell
81,765
-2,720
-3% -$200K 0.04% 320
2025
Q3 		$6.12M Sell
84,485
-570
-0.7% -$39.7K 0.04% 270
2025
Q2 		$5.7M Sell
85,055
-2,646
-3% -$164K 0.05% 263
2025
Q1 		$5.3M Buy
87,701
+1,536
+2% +$98.2K 0.05% 265
2024
Q4 		$5.49M Sell
86,165
-878
-1% -$56.3K 0.05% 247
2024
Q3 		$5.41M Buy
87,043
+88
+0.1% +$5.27K 0.04% 247
2024
Q2 		$5.12M Sell
86,955
-4,153
-5% -$236K 0.04% 255
2024
Q1 		$5.19M Buy
91,108
+34
+0% +$1.84K 0.04% 277
2023
Q4 		$4.72M Sell
91,074
-38,769
-30% -$1.88M 0.04% 298
2023
Q3 		$6.04M Buy
129,843
+7,875
+6% +$381K 0.04% 277
2023
Q2 		$5.87M Sell
121,968
-11,602
-9% -$528K 0.03% 293
2023
Q1 		$5.93M Sell
133,570
-934
-0.7% -$40.6K 0.03% 302
2022
Q4 		$5.6M Sell
134,504
-9,788
-7% -$409K 0.03% 315
2022
Q3 		$5.6M Buy
144,292
+2,305
+2% +$99.1K 0.03% 312
2022
Q2 		$5.79M Buy
141,987
+1,699
+1% +$75.3K 0.03% 323
2022
Q1 		$6.88M Buy
140,288
+7,979
+6% +$386K 0.03% 319
2021
Q4 		$6.84M Sell
132,309
-8,517
-6% -$428K 0.03% 328
2021
Q3 		$6.64M Sell
140,826
-880
-0.6% -$42.6K 0.03% 328
2021
Q2 		$6.68M Buy
+141,706
New +$6.61M 0.03% 336

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

United Capital Financial Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 1.8% in Q2 2026, selling an estimated $115K and leaving 80,910 shares worth $6.63M. The position accounts for 0.04% of the portfolio, ranked #321.

United Capital Financial Advisors first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.88M in Q1 2022. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • United Capital Financial Advisors held 80,910 shares of Dimensional US Equity ETF worth $6.63M as of Q2 2026.
  • United Capital Financial Advisors sold 1,459 Dimensional US Equity ETF shares in Q2 2026, an estimated $115K.
  • Dimensional US Equity ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #321 holding.
  • United Capital Financial Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • United Capital Financial Advisors's Dimensional US Equity ETF position peaked at $6.88M in Q1 2022.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.