VFA
DFUS

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
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% +$5.33K 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
– – 0.04% 259
2021
Q2 		$604K Buy
+12,817
New +$597K 0.04% 232

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return