ZF
DFUS

Zhang Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Zhang Financial’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 		$218M Buy
2,660,097
+126,540
+5% +$10M 6.37% 2
2026
Q1 		$180M Buy
2,533,557
+115,694
+5% +$8.57M 6.21% 3
2025
Q4 		$179M Buy
2,417,863
+14,494
+0.6% +$1.06M 6.69% 3
2025
Q3 		$174M Buy
2,403,369
+6,566
+0.3% +$457K 7.07% 3
2025
Q2 		$161M Sell
2,396,803
-110,040
-4% -$6.81M 7.41% 3
2025
Q1 		$152M Buy
2,506,843
+137,438
+6% +$8.78M 8.02% 1
2024
Q4 		$151M Buy
2,369,405
+275,379
+13% +$17.7M 8.65% 1
2024
Q3 		$130M Buy
2,094,026
+217,976
+12% +$13.1M 8.22% 3
2024
Q2 		$110M Buy
1,876,050
+235,289
+14% +$13.4M 7.72% 3
2024
Q1 		$93.5M Buy
1,640,761
+250,913
+18% +$13.6M 6.93% 3
2023
Q4 		$72M Buy
1,389,848
+247,763
+22% +$12M 6.19% 4
2023
Q3 		$53.2M Buy
1,142,085
+253,724
+29% +$12.3M 5.4% 4
2023
Q2 		$42.8M Buy
888,361
+237,872
+37% +$10.8M 4.39% 5
2023
Q1 		$28.9M Buy
650,489
+150,978
+30% +$6.56M 3.3% 9
2022
Q4 		$20.8M Buy
499,511
+464,483
+1,326% +$19.4M 2.65% 9
2022
Q3 		$1.36M Buy
+35,028
New +$1.51M 0.21% 61
2021
Q4 		– Sell
-4,685
Closed -$221K – 209
2021
Q3 		$221K Sell
4,685
-2,156
-32% -$104K 0.05% 148
2021
Q2 		$322K Buy
+6,841
New +$319K 0.08% 99

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

Zhang Financial's DFUS Position: Q2 2026 in Review

Zhang Financial increased its Dimensional US Equity ETF (DFUS) stake by 5% in Q2 2026, buying an estimated $10M and bringing the position to 2,660,097 shares worth $218M. The position accounts for 6.37% of the portfolio, ranked #2.

Zhang Financial first reported a position in DFUS in Q2 2021 and has held it in 18 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Zhang Financial held 2,660,097 shares of Dimensional US Equity ETF worth $218M as of Q2 2026.
  • Zhang Financial bought 126,540 Dimensional US Equity ETF shares in Q2 2026, an estimated $10M.
  • Dimensional US Equity ETF made up 6.37% of Zhang Financial's portfolio in Q2 2026, its #2 holding.
  • Zhang Financial first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 18 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.