VWA
DFUS

VSM Wealth Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

VSM Wealth Advisory’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 		$10.1M Buy
123,681
+320
+0.3% +$25.3K 2.69% 13
2026
Q1 		$8.75M Buy
123,361
+4,068
+3% +$301K 2.61% 14
2025
Q4 		$8.84M Buy
119,293
+479
+0.4% +$35.2K 2.65% 14
2025
Q3 		$8.61M Buy
118,814
+117,411
+8,369% +$8.18M 2.68% 14
2025
Q2 		$49.9K Sell
1,403
-108,143
-99% -$6.7M 0.02% 212
2025
Q1 		$6.63M Buy
109,546
+5,233
+5% +$334K 2.38% 14
2024
Q4 		$6.65M Buy
+104,313
New +$6.69M 2.37% 13

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

VSM Wealth Advisory's DFUS Position: Q2 2026 in Review

VSM Wealth Advisory increased its Dimensional US Equity ETF (DFUS) stake by 0.26% in Q2 2026, buying an estimated $25.3K and bringing the position to 123,681 shares worth $10.1M. The position accounts for 2.69% of the portfolio, ranked #13.

VSM Wealth Advisory first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • VSM Wealth Advisory held 123,681 shares of Dimensional US Equity ETF worth $10.1M as of Q2 2026.
  • VSM Wealth Advisory bought 320 Dimensional US Equity ETF shares in Q2 2026, an estimated $25.3K.
  • Dimensional US Equity ETF made up 2.69% of VSM Wealth Advisory's portfolio in Q2 2026, its #13 holding.
  • VSM Wealth Advisory first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.