XY Planning Network
DFUS icon

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
Q3 		$11.3M Buy
136,487
+10,277
+8% +$853K 1.22% 22
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

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

XY Planning Network's DFUS Position: Q3 2026 in Review

XY Planning Network increased its Dimensional US Equity ETF (DFUS) stake by 8.1% in Q3 2026, buying an estimated $853K and bringing the position to 136,487 shares worth $11.3M. The position accounts for 1.22% of the portfolio, ranked #22.

XY Planning Network first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • XY Planning Network held 136,487 shares of Dimensional US Equity ETF worth $11.3M as of Q3 2026.
  • XY Planning Network bought 10,277 Dimensional US Equity ETF shares in Q3 2026, an estimated $853K.
  • Dimensional US Equity ETF made up 1.22% of XY Planning Network's portfolio in Q3 2026, its #22 holding.
  • XY Planning Network first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.