XPN
DFUS

XY Planning Network’s Dimensional US Equity ETF DFUS Stock Holding History

XY Planning Network’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 		$10.3M Buy
126,210
+13,139
+12% +$1.04M 1.3% 19
2026
Q1 		$8.08M Buy
113,071
+6,964
+7% +$516K 1.29% 16
2025
Q4 		$7.87M Buy
106,107
+38,990
+58% +$2.86M 1.37% 16
2025
Q3 		$4.5M Hold
67,117
– – 1.53% 15
2025
Q2 		$4.5M Buy
67,117
+34,137
+104% +$2.11M 1.53% 15
2025
Q1 		$1.99M Sell
32,980
-1,018
-3% -$65.1K 1.33% 22
2024
Q4 		$2.17M Buy
+33,998
New +$2.18M 1.63% 17

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

XY Planning Network's DFUS Position: Q2 2026 in Review

XY Planning Network increased its Dimensional US Equity ETF (DFUS) stake by 12% in Q2 2026, buying an estimated $1.04M and bringing the position to 126,210 shares worth $10.3M. The position accounts for 1.3% of the portfolio, ranked #19.

XY Planning Network first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • XY Planning Network held 126,210 shares of Dimensional US Equity ETF worth $10.3M as of Q2 2026.
  • XY Planning Network bought 13,139 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.04M.
  • Dimensional US Equity ETF made up 1.3% of XY Planning Network's portfolio in Q2 2026, its #19 holding.
  • XY Planning Network first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.