AG Asset Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

AG Asset Advisory’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	$32.5M	Buy	458,308 +5,927	+1%	+$439K	26.95%	2
2025 Q4	$33.6M	Buy	452,381 +14,093	+3%	+$1.04M	28.76%	2
2025 Q3	$31.7M	Sell	438,288 -11,972	-3%	-$834K	26.34%	2
2025 Q2	$30.2M	Buy	450,260 +2,005	+0.4%	+$124K	26.22%	2
2025 Q1	$27.1M	Buy	448,255 +4,852	+1%	+$310K	27.81%	2
2024 Q4	$28.3M	Buy	+443,403	New	+$28.4M	28.2%	2

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 $2.57B AUM 21.7% 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

AG Asset Advisory's DFUS Position: Q1 2026 in Review

AG Asset Advisory increased its Dimensional US Equity ETF (DFUS) stake by 1.3% in Q1 2026, buying an estimated $439K and bringing the position to 458,308 shares worth $32.5M. The position accounts for 26.95% of the portfolio, ranked #2.

AG Asset Advisory first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.6M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

AG Asset Advisory held 458,308 shares of Dimensional US Equity ETF worth $32.5M as of Q1 2026.
AG Asset Advisory bought 5,927 Dimensional US Equity ETF shares in Q1 2026, an estimated $439K.
Dimensional US Equity ETF made up 26.95% of AG Asset Advisory's portfolio in Q1 2026, its #2 holding.
AG Asset Advisory first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
AG Asset Advisory's Dimensional US Equity ETF position peaked at $33.6M in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on AG Asset Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.