VW
DFUS

Vance Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Vance Wealth’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 		$826K Buy
10,084
+1,264
+14% +$100K 0.19% 63
2026
Q1 		$625K Buy
8,820
+231
+3% +$17.1K 0.18% 66
2025
Q4 		$637K Buy
8,589
+961
+13% +$70.6K 0.19% 65
2025
Q3 		$553K Buy
7,628
+2,709
+55% +$189K 0.17% 66
2025
Q2 		$330K Buy
4,919
+627
+15% +$38.8K 0.11% 87
2025
Q1 		$260K Sell
4,292
-28
-0.6% -$1.79K 0.1% 90
2024
Q4 		$275K Sell
4,320
-753
-15% -$48.3K 0.11% 81
2024
Q3 		$316K Sell
5,073
-131
-3% -$7.84K 0.12% 77
2024
Q2 		$306K Sell
5,204
-204
-4% -$11.6K 0.13% 74
2024
Q1 		$308K Buy
5,408
+225
+4% +$12.2K 0.12% 70
2023
Q4 		$269K Buy
+5,183
New +$251K 0.12% 69

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

Vance Wealth's DFUS Position: Q2 2026 in Review

Vance Wealth increased its Dimensional US Equity ETF (DFUS) stake by 14% in Q2 2026, buying an estimated $100K and bringing the position to 10,084 shares worth $826K. The position accounts for 0.19% of the portfolio, ranked #63.

Vance Wealth first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Vance Wealth held 10,084 shares of Dimensional US Equity ETF worth $826K as of Q2 2026.
  • Vance Wealth bought 1,264 Dimensional US Equity ETF shares in Q2 2026, an estimated $100K.
  • Dimensional US Equity ETF made up 0.19% of Vance Wealth's portfolio in Q2 2026, its #63 holding.
  • Vance Wealth first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.