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

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

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. 871 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.
  • 871 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.