AP
DFUS

Adero Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Adero Partners’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
2025
Q1 		$17M Hold
280,530
– – 1.11% 20
2024
Q4 		$17.9M Hold
280,530
– – 1.15% 18
2024
Q3 		$17.4M Hold
280,530
– – 1.16% 18
2024
Q2 		$16.5M Sell
280,530
-659
-0.2% -$37.5K 1.2% 17
2024
Q1 		$16M Sell
281,189
-225
-0.1% -$12.2K 1.21% 17
2023
Q4 		$14.6M Hold
281,414
– – 1.24% 16
2023
Q3 		$13.1M Hold
281,414
– – 1.26% 16
2023
Q2 		$13.6M Sell
281,414
-6,885
-2% -$313K 1.34% 16
2023
Q1 		$12.8M Hold
288,299
– – 1.4% 15
2022
Q4 		$12M Hold
288,299
– – 1.44% 14
2022
Q3 		$11.9M Hold
288,299
– – 1.5% 15
2022
Q2 		$11.8M Hold
288,299
– – 1.68% 13
2022
Q1 		$14.1M Hold
288,299
– – 2.08% 11
2021
Q4 		$14.9M Hold
288,299
– – 2.44% 11
2021
Q3 		$13.6M Hold
288,299
– – 2.45% 12
2021
Q2 		$13.6M Buy
+288,299
New +$13.4M 3.14% 10

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Adero Partners's DFUS Position: Q1 2025 in Review

Adero Partners held its Dimensional US Equity ETF (DFUS) position steady in Q1 2025 at 280,530 shares worth $17M. The position accounts for 1.11% of the portfolio, ranked #20.

Adero Partners first reported a position in DFUS in Q2 2021 and has held it in 16 quarters since. The position peaked at $17.9M in Q4 2024. 704 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • Adero Partners held 280,530 shares of Dimensional US Equity ETF worth $17M as of Q1 2025.
  • Adero Partners left its Dimensional US Equity ETF share count unchanged in Q1 2025.
  • Dimensional US Equity ETF made up 1.11% of Adero Partners's portfolio in Q1 2025, its #20 holding.
  • Adero Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 16 quarters since.
  • Adero Partners's Dimensional US Equity ETF position peaked at $17.9M in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.