RIA Advisory Group LLC DFUS — DIMENSIONAL ETF TRUST

Ownership history in RIA Advisory Group LLC  ·  2 quarters on record

AI Ownership Summary

RIA Advisory Group LLC reported DIMENSIONAL ETF TRUST (DFUS) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 16.01% in 2026 Q3. The latest visible filing shows DFUS at 16.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RIA Advisory Group LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DFUS was reported at 16.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.01% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFUS stock page RIA Advisory Group LLC fund profile RIA Advisory Group LLC full holdings
How RIA Advisory Group LLC held DFUS — position size vs. price
% of Fund (quarterly)    DFUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 681,413 +670,213 +5984.0% 16.01% $56.6M 2026-10-15 $83.88
2026 Q2 INITIATED — — — 11,200 — — 0.20% $918K 2026-07-23 $80.54

🏢 Other funds also holding DFUS

As of 2026 Q3 — sorted by position size

Great Waters Wealth Management 3Y 23.25% Disciplined Equity Management, Inc. 3Y 20.47% Intelligence Driven Advisers, LLC 3Y 18.54% Mendota Financial Group, LLC 3Y 14.08% Aspen Wealth Management LLC 3Y 11.77% Allodium Investment Consultants, LLC 11.62% SAX WEALTH ADVISORS, LLC 3Y 11.21% Guardian Wealth Management, LLC 11.12% Meritas Wealth Management, LLC 3Y 10.13% GEM Asset Management, LLC 3Y 9.33%

FAQ About RIA Advisory Group LLC and DFUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has RIA Advisory Group LLC reported owning DFUS?

RIA Advisory Group LLC reported DFUS across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported DFUS position in RIA Advisory Group LLC's portfolio?

The largest reported portfolio weight for DFUS was 16.01% in 2026 Q3.

What is the latest reported DFUS position on this page?

The most recent filing on this page is 2026 Q3, when RIA Advisory Group LLC reported 681,413 shares, equal to 16.01% of portfolio, with an estimated market value of $56.6M.

What does the chart on this DFUS ownership page compare?

The chart compares RIA Advisory Group LLC's quarterly DFUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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