Alpha Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Alpha Financial Advisors’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	$11.5M	Sell	162,741 -7,512	-4%	-$557K	3.54%	10
2025 Q4	$12.6M	Sell	170,253 -7,917	-4%	-$582K	3.86%	10
2025 Q3	$12.9M	Sell	178,170 -1,532	-0.9%	-$107K	4.54%	9
2025 Q2	$12M	Sell	179,702 -2,773	-2%	-$172K	4.65%	9
2025 Q1	$11M	Buy	182,475 +247	+0.1%	+$15.8K	4.91%	9
2024 Q4	$11.6M	Sell	182,228 -141	-0.1%	-$9.04K	5.26%	9
2024 Q3	$11.3M	Sell	182,369 -45	-0%	-$2.69K	5.02%	8
2024 Q2	$10.7M	Sell	182,414 -3,344	-2%	-$190K	5.17%	8
2024 Q1	$10.6M	Sell	185,758 -79	-0%	-$4.28K	4.99%	8
2023 Q4	$9.63M	Sell	185,837 -2,844	-2%	-$138K	4.88%	8
2023 Q3	$8.78M	Sell	188,681 -602	-0.3%	-$29.1K	5.56%	8
2023 Q2	$9.12M	Sell	189,283 -916	-0.5%	-$41.7K	5.71%	8
2023 Q1	$8.45M	Sell	190,199 -1,470	-0.8%	-$63.8K	5.87%	8
2022 Q4	$7.98M	Buy	+191,669	New	+$8.01M	6.92%	6

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

Alpha Financial Advisors's DFUS Position: Q1 2026 in Review

Alpha Financial Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 4.4% in Q1 2026, selling an estimated $557K and leaving 162,741 shares worth $11.5M. The position accounts for 3.54% of the portfolio, ranked #10.

Alpha Financial Advisors first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.9M in Q3 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Alpha Financial Advisors held 162,741 shares of Dimensional US Equity ETF worth $11.5M as of Q1 2026.
Alpha Financial Advisors sold 7,512 Dimensional US Equity ETF shares in Q1 2026, an estimated $557K.
Dimensional US Equity ETF made up 3.54% of Alpha Financial Advisors's portfolio in Q1 2026, its #10 holding.
Alpha Financial Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Alpha Financial Advisors's Dimensional US Equity ETF position peaked at $12.9M in Q3 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.