Valeo Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Valeo 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	$1.47M	Hold	17,682	–	–	0.03%	236
2026 Q2	$1.45M	Hold	17,682	–	–	0.03%	239
2026 Q1	$1.25M	Sell	17,682 -217	-1%	-$16.1K	0.03%	231
2025 Q4	$1.33M	Buy	17,899 +217	+1%	+$15.9K	0.03%	251
2025 Q3	$1.28M	Buy	17,682 +2,331	+15%	+$162K	0.03%	245
2025 Q2	$1.03M	Buy	15,351 +86	+0.6%	+$5.32K	0.03%	294
2025 Q1	$923K	Buy	15,265 +82	+0.5%	+$5.24K	0.03%	276
2024 Q4	$968K	Hold	15,183	–	–	0.03%	274
2024 Q3	$944K	Buy	15,183 +472	+3%	+$28.3K	0.03%	275
2024 Q2	$866K	Hold	14,711	–	–	0.03%	267
2024 Q1	$810K	Buy	14,711 +37	+0.3%	+$2K	0.03%	270
2023 Q4	$761K	Buy	14,674 +319	+2%	+$15.4K	0.03%	265
2023 Q3	$668K	Buy	14,355 +1,538	+12%	+$74.4K	0.03%	270
2023 Q2	$617K	Hold	12,817	–	–	0.03%	279
2023 Q1	$569K	Hold	12,817	–	–	0.03%	308
2022 Q4	$533K	Hold	12,817	–	–	0.03%	274
2022 Q3	$498K	Hold	12,817	–	–	0.03%	263
2022 Q2	$522K	Hold	12,817	–	–	0.03%	245
2022 Q1	$628K	Hold	12,817	–	–	0.03%	278
2021 Q4	$663K	Hold	12,817	–	–	0.04%	251
2021 Q3	$604K	Hold	12,817	–	–	0.03%	259
2021 Q2	$604K	Buy	+12,817	New	+$597K	0.04%	232

Other funds holding DFUS

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Valeo Financial Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 17,682 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #236.

Valeo Financial Advisors first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. 719 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Valeo Financial Advisors held 17,682 shares of Dimensional US Equity ETF worth $1.47M as of Q3 2026.
Valeo Financial Advisors left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #236 holding.
Valeo Financial Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
719 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.