VWA
DFUS

Valued Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Valued Wealth 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 		$1.34M Sell
16,327
-7
-0% -$554 0.49% 23
2026
Q1 		$1.16M Buy
16,334
+74
+0.5% +$5.48K 0.47% 22
2025
Q4 		$1.21M Sell
16,260
-357
-2% -$26.2K 0.53% 19
2025
Q3 		$1.2M Sell
16,617
-37
-0.2% -$2.58K 0.56% 18
2025
Q2 		$1.12M Buy
16,654
+11,468
+221% +$710K 0.58% 18
2025
Q1 		$314K Sell
5,186
-6,930
-57% -$443K 0.19% 29
2024
Q4 		$772K Buy
12,116
+5
+0% +$321 0.48% 19
2024
Q3 		$753K Sell
12,111
-472
-4% -$28.3K 0.49% 20
2024
Q2 		$740K Buy
12,583
+37
+0.3% +$2.1K 0.51% 19
2024
Q1 		$715K Buy
12,546
+733
+6% +$39.7K 0.51% 19
2023
Q4 		$550K Buy
+11,813
New +$572K 0.51% 22

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
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Valued Wealth Advisors's DFUS Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.04% in Q2 2026, selling an estimated $554 and leaving 16,327 shares worth $1.34M. The position accounts for 0.49% of the portfolio, ranked #23.

Valued Wealth Advisors first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Valued Wealth Advisors held 16,327 shares of Dimensional US Equity ETF worth $1.34M as of Q2 2026.
  • Valued Wealth Advisors sold 7 Dimensional US Equity ETF shares in Q2 2026, an estimated $554.
  • Dimensional US Equity ETF made up 0.49% of Valued Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Valued Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.