25 LLC
DFUS icon

25 LLC’s Dimensional US Equity ETF DFUS Stock Holding History

25 LLC’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 		$1.25M Buy
14,996
+16
+0.1% +$1.33K 0.34% 30
2026
Q2 		$1.23M Buy
14,980
+17
+0.1% +$1.34K 0.34% 29
2026
Q1 		$1.06M Sell
14,963
-135
-0.9% -$10K 0.33% 28
2025
Q4 		$1.12M Sell
15,098
-661
-4% -$48.6K 0.36% 28
2025
Q3 		$1.14M Buy
15,759
+17
+0.1% +$1.18K 0.39% 25
2025
Q2 		$1.06M Buy
15,742
+17
+0.1% +$1.05K 0.39% 25
2025
Q1 		$951K Buy
15,725
+15
+0.1% +$959 0.39% 23
2024
Q4 		$1M Buy
15,710
+23
+0.1% +$1.48K 0.42% 22
2024
Q3 		$976K Buy
15,687
+17
+0.1% +$1.02K 0.42% 21
2024
Q2 		$922K Sell
15,670
-6
-0% -$341 0.44% 22
2024
Q1 		$893K Buy
15,676
+14
+0.1% +$758 0.44% 21
2023
Q4 		$812K Sell
15,662
-391
-2% -$18.9K 0.42% 21
2023
Q3 		$747K Buy
16,053
+22
+0.1% +$1.06K 0.46% 19
2023
Q2 		$784K Buy
16,031
+14
+0.1% +$637 0.43% 19
2023
Q1 		$715K Buy
+16,017
New +$696K 0.44% 18

Other funds holding DFUS

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

25 LLC's DFUS Position: Q3 2026 in Review

25 LLC increased its Dimensional US Equity ETF (DFUS) stake by 0.11% in Q3 2026, buying an estimated $1.33K and bringing the position to 14,996 shares worth $1.25M. The position accounts for 0.34% of the portfolio, ranked #30.

25 LLC first reported a position in DFUS in Q1 2023 and has held it in 15 quarters since. 474 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • 25 LLC held 14,996 shares of Dimensional US Equity ETF worth $1.25M as of Q3 2026.
  • 25 LLC bought 16 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.33K.
  • Dimensional US Equity ETF made up 0.34% of 25 LLC's portfolio in Q3 2026, its #30 holding.
  • 25 LLC first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 15 quarters since.
  • 474 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on 25 LLC's 13F filing for Q3 2026, filed 13 Oct 2026.