AF
DFUS

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

Advisornet 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
Q1 		$863K Sell
12,164
-47
-0.4% -$3.48K 0.04% 283
2025
Q4 		$906K Buy
12,211
+15
+0.1% +$1.1K 0.05% 274
2025
Q3 		$883K Sell
12,196
-146
-1% -$10.2K 0.05% 272
2025
Q2 		$827K Sell
12,342
-143
-1% -$8.86K 0.05% 271
2025
Q1 		$755K Buy
12,485
+4,199
+51% +$268K 0.06% 268
2024
Q4 		$528K Sell
8,286
-20
-0.2% -$1.28K 0.04% 301
2024
Q3 		$517K Buy
8,306
+14
+0.2% +$838 0.04% 324
2024
Q2 		$488K Buy
8,292
+23
+0.3% +$1.31K 0.04% 309
2024
Q1 		$471K Sell
8,269
-47,712
-85% -$2.58M 0.05% 316
2023
Q4 		$2.9M Buy
55,981
+202
+0.4% +$9.78K 0.27% 97
2023
Q3 		$2.6M Sell
55,779
-832
-1% -$40.2K 0.24% 100
2023
Q2 		$2.73M Sell
56,611
-3,230
-5% -$147K 0.23% 103
2023
Q1 		$2.66M Buy
59,841
+4,016
+7% +$174K 0.24% 100
2022
Q4 		$2.32M Sell
55,825
-7,247
-11% -$303K 0.23% 103
2022
Q3 		$2.45M Buy
63,072
+533
+0.9% +$22.9K 0.24% 105
2022
Q2 		$2.55M Sell
62,539
-771,768
-93% -$34.2M 0.25% 102
2022
Q1 		$40.9M Buy
834,307
+423,159
+103% +$20.5M 2.56% 5
2021
Q4 		$21.3M Buy
411,148
+141,109
+52% +$7.09M 1.31% 8
2021
Q3 		$12.7M Buy
+270,039
New +$13.1M 0.89% 15

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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Advisornet Financial's DFUS Position: Q1 2026 in Review

Advisornet Financial reduced its Dimensional US Equity ETF (DFUS) stake by 0.38% in Q1 2026, selling an estimated $3.48K and leaving 12,164 shares worth $863K. The position accounts for 0.04% of the portfolio, ranked #283.

Advisornet Financial first reported a position in DFUS in Q3 2021 and has held it in 19 quarters since. The position peaked at $40.9M in Q1 2022. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Advisornet Financial held 12,164 shares of Dimensional US Equity ETF worth $863K as of Q1 2026.
  • Advisornet Financial sold 47 Dimensional US Equity ETF shares in Q1 2026, an estimated $3.48K.
  • Dimensional US Equity ETF made up 0.04% of Advisornet Financial's portfolio in Q1 2026, its #283 holding.
  • Advisornet Financial first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 19 quarters since.
  • Advisornet Financial's Dimensional US Equity ETF position peaked at $40.9M in Q1 2022.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.