Verus Financial Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Verus Financial Partners’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	$411K	Buy	5,011 +5	+0.1%	+$395	0.04%	83
2026 Q1	$383K	Sell	5,006 -171	-3%	-$12.7K	0.03%	87
2025 Q4	$391K	Sell	5,177 -259	-5%	-$19K	0.04%	83
2025 Q3	$394K	Buy	5,436 +5	+0.1%	+$348	0.04%	80
2025 Q2	$368K	Buy	5,431 +17	+0.3%	+$1.05K	0.04%	76
2025 Q1	$314K	Buy	5,414 +4	+0.1%	+$256	0.04%	76
2024 Q4	$342K	Buy	5,410 +8	+0.1%	+$513	0.04%	70
2024 Q3	$333K	Buy	5,402 +5	+0.1%	+$299	0.04%	75
2024 Q2	$318K	Buy	5,397 +6	+0.1%	+$341	0.04%	72
2024 Q1	$307K	Buy	5,391 +4	+0.1%	+$217	0.04%	80
2023 Q4	$285K	Buy	5,387 +10	+0.2%	+$484	0.04%	81
2023 Q3	$252K	Buy	5,377 +7	+0.1%	+$339	0.03%	88
2023 Q2	$266K	Buy	5,370 +7	+0.1%	+$318	0.03%	84
2023 Q1	$235K	Buy	5,363 +5	+0.1%	+$217	0.03%	88
2022 Q4	$237K	Buy	5,358 +10	+0.2%	+$418	0.03%	87
2022 Q3	$216K	Buy	5,348 +10	+0.2%	+$430	0.03%	96
2022 Q2	$231K	Buy	+5,338	New	+$237K	0.03%	87
2022 Q1	–	Sell	-5,325	Closed	-$275K	–	104
2021 Q4	$275K	Buy	5,325 +8	+0.2%	+$402	0.04%	79
2021 Q3	$261K	Sell	5,317 -200	-4%	-$9.68K	0.04%	80
2021 Q2	$261K	Buy	+5,517	New	+$257K	0.04%	80

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Verus Financial Partners's DFUS Position: Q2 2026 in Review

Verus Financial Partners increased its Dimensional US Equity ETF (DFUS) stake by 0.1% in Q2 2026, buying an estimated $395 and bringing the position to 5,011 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #83.

Verus Financial Partners first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 501 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Verus Financial Partners held 5,011 shares of Dimensional US Equity ETF worth $411K as of Q2 2026.
Verus Financial Partners bought 5 Dimensional US Equity ETF shares in Q2 2026, an estimated $395.
Dimensional US Equity ETF made up 0.04% of Verus Financial Partners's portfolio in Q2 2026, its #83 holding.
Verus Financial Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
501 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.