AWM
DFUS

AE Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

AE Wealth Management’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 		$1.67M Buy
23,569
+1,342
+6% +$99.4K 0.01% 700
2025
Q4 		$1.65M Sell
22,227
-965
-4% -$70.9K 0.01% 665
2025
Q3 		$1.68M Sell
23,192
-445
-2% -$31K 0.01% 614
2025
Q2 		$1.58M Buy
23,637
+1,643
+7% +$102K 0.01% 596
2025
Q1 		$1.33M Sell
21,994
-430
-2% -$27.5K 0.01% 641
2024
Q4 		$1.43M Sell
22,424
-1,296
-5% -$83.1K 0.01% 626
2024
Q3 		$1.48M Sell
23,720
-1,085
-4% -$65K 0.01% 620
2024
Q2 		$1.46M Sell
24,805
-1,486
-6% -$84.5K 0.01% 606
2024
Q1 		$1.5M Sell
26,291
-529,306
-95% -$28.7M 0.02% 563
2023
Q4 		$29.4M Sell
555,597
-20,867
-4% -$1.01M 0.15% 146
2023
Q3 		$26.8M Sell
576,464
-54,256
-9% -$2.62M 0.16% 142
2023
Q2 		$30.4M Sell
630,720
-7,197
-1% -$327K 0.18% 123
2023
Q1 		$28.3M Sell
637,917
-45,060
-7% -$1.96M 0.18% 130
2022
Q4 		$28.4M Sell
682,977
-82,017
-11% -$3.43M 0.21% 107
2022
Q3 		$29.7M Buy
764,994
+115,286
+18% +$4.96M 0.24% 92
2022
Q2 		$26.5M Buy
+649,708
New +$28.8M 0.21% 117
2022
Q1 		– Sell
-25,004
Closed -$1.29M – 1707
2021
Q4 		$1.29M Buy
25,004
+9,615
+62% +$483K 0.01% 842
2021
Q3 		$726K Sell
15,389
-2,511
-14% -$122K 0.01% 985
2021
Q2 		$844K Buy
+17,900
New +$834K 0.01% 898

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

AE Wealth Management's DFUS Position: Q1 2026 in Review

AE Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 6% in Q1 2026, buying an estimated $99.4K and bringing the position to 23,569 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #700.

AE Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. The position peaked at $30.4M in Q2 2023. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • AE Wealth Management held 23,569 shares of Dimensional US Equity ETF worth $1.67M as of Q1 2026.
  • AE Wealth Management bought 1,342 Dimensional US Equity ETF shares in Q1 2026, an estimated $99.4K.
  • Dimensional US Equity ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #700 holding.
  • AE Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
  • AE Wealth Management's Dimensional US Equity ETF position peaked at $30.4M in Q2 2023.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.