Advisors Management Group’s Dimensional US Equity ETF DFUS Stock Holding History

Advisors Management Group’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	$232K	Hold	3,278	–	–	0.04%	146
2025 Q4	$243K	Sell	3,278 -550	-14%	-$40.4K	0.04%	144
2025 Q3	$277K	Hold	3,828	–	–	0.05%	134
2025 Q2	$257K	Hold	3,828	–	–	0.05%	135
2025 Q1	$232K	Hold	3,828	–	–	0.05%	138
2024 Q4	$244K	Sell	3,828 -564	-13%	-$36.2K	0.06%	137
2024 Q3	$273K	Hold	4,392	–	–	0.06%	131
2024 Q2	$258K	Hold	4,392	–	–	0.06%	134
2024 Q1	$250K	Hold	4,392	–	–	0.06%	135
2023 Q4	$228K	Hold	4,392	–	–	0.06%	137
2023 Q3	$204K	Hold	4,392	–	–	0.06%	136
2023 Q2	$212K	Buy	+4,392	New	+$200K	0.06%	134
2022 Q2	–	Sell	-4,392	Closed	-$215K	–	136
2022 Q1	$215K	Hold	4,392	–	–	0.07%	119
2021 Q4	$227K	Hold	4,392	–	–	0.07%	119
2021 Q3	$207K	Hold	4,392	–	–	0.06%	122
2021 Q2	$207K	Buy	+4,392	New	+$205K	0.06%	124

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Advisors Management Group's DFUS Position: Q1 2026 in Review

Advisors Management Group held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 3,278 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #146.

Advisors Management Group first reported a position in DFUS in Q2 2021 and has held it in 16 quarters since. The position peaked at $277K in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Advisors Management Group held 3,278 shares of Dimensional US Equity ETF worth $232K as of Q1 2026.
Advisors Management Group left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.04% of Advisors Management Group's portfolio in Q1 2026, its #146 holding.
Advisors Management Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 16 quarters since.
Advisors Management Group's Dimensional US Equity ETF position peaked at $277K in Q3 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.