Advisory Alpha’s Dimensional US Equity ETF DFUS Stock Holding History

Advisory Alpha’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	$491K	Buy	6,922 +1,456	+27%	+$108K	0.01%	330
2025 Q4	$406K	Buy	5,466 +42	+0.8%	+$3.09K	0.01%	351
2025 Q3	$395K	Buy	5,424 +2	+0%	+$139	0.01%	344
2025 Q2	$363K	Buy	+5,422	New	+$336K	0.01%	327

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

Advisory Alpha's DFUS Position: Q1 2026 in Review

Advisory Alpha increased its Dimensional US Equity ETF (DFUS) stake by 27% in Q1 2026, buying an estimated $108K and bringing the position to 6,922 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #330.

Advisory Alpha first reported a position in DFUS in Q2 2025 and has held it in 4 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Advisory Alpha held 6,922 shares of Dimensional US Equity ETF worth $491K as of Q1 2026.
Advisory Alpha bought 1,456 Dimensional US Equity ETF shares in Q1 2026, an estimated $108K.
Dimensional US Equity ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #330 holding.
Advisory Alpha first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 4 quarters since.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.