Verdence Capital Advisors
DFUS icon

Verdence Capital Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Verdence Capital 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 		$2.06M Buy
24,862
+475
+2% +$39.4K 0.09% 209
2026
Q2 		$2M Hold
24,387
– – 0.1% 172
2026
Q1 		$1.73M Hold
24,387
– – 0.1% 194
2025
Q4 		$1.81M Sell
24,387
-1,124
-4% -$82.6K 0.11% 178
2025
Q3 		$1.9M Sell
25,511
-173
-0.7% -$12.1K 0.11% 181
2025
Q2 		$1.72M Sell
25,684
-1,118
-4% -$69.2K 0.12% 181
2025
Q1 		$1.62M Hold
26,802
– – 0.12% 178
2024
Q4 		$1.71M Sell
26,802
-1,340
-5% -$85.9K 0.14% 176
2024
Q3 		$1.75M Sell
28,142
-915
-3% -$54.8K 0.14% 176
2024
Q2 		$1.71M Sell
29,057
-599
-2% -$34.1K 0.15% 168
2024
Q1 		$1.69M Sell
29,656
-113
-0.4% -$6.12K 0.15% 169
2023
Q4 		$1.54M Sell
29,769
-50
-0.2% -$2.42K 0.15% 163
2023
Q3 		$1.39M Sell
29,819
-1,508
-5% -$72.9K 0.15% 162
2023
Q2 		$1.51M Sell
31,327
-514
-2% -$23.4K 0.18% 146
2023
Q1 		$1.41M Buy
31,841
+1
+0% +$43 0.17% 148
2022
Q4 		$1.32M Sell
31,840
-49
-0.2% -$2.05K 0.16% 139
2022
Q3 		$1.24M Buy
31,889
+1
+0% +$43 0.17% 144
2022
Q2 		$1.3M Buy
31,888
+1
+0% +$44 0.17% 140
2022
Q1 		$1.56M Buy
31,887
+1
+0% +$48 0.18% 133
2021
Q4 		$1.65M Sell
31,886
-544
-2% -$27.3K 0.19% 116
2021
Q3 		$1.53M Buy
+32,430
New +$1.57M 0.2% 124

Other funds holding DFUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Verdence Capital Advisors's DFUS Position: Q3 2026 in Review

Verdence Capital Advisors increased its Dimensional US Equity ETF (DFUS) stake by 1.9% in Q3 2026, buying an estimated $39.4K and bringing the position to 24,862 shares worth $2.06M. The position accounts for 0.09% of the portfolio, ranked #209.

Verdence Capital Advisors first reported a position in DFUS in Q3 2021 and has held it in 21 quarters since. 795 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Verdence Capital Advisors held 24,862 shares of Dimensional US Equity ETF worth $2.06M as of Q3 2026.
  • Verdence Capital Advisors bought 475 Dimensional US Equity ETF shares in Q3 2026, an estimated $39.4K.
  • Dimensional US Equity ETF made up 0.09% of Verdence Capital Advisors's portfolio in Q3 2026, its #209 holding.
  • Verdence Capital Advisors first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 21 quarters since.
  • 795 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Verdence Capital Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.