AG
DFUS

AlTi Global’s Dimensional US Equity ETF DFUS Stock Holding History

AlTi Global’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
Q2 		$344K Sell
4,198
-96
-2% -$7.59K 0.01% 411
2026
Q1 		$304K Hold
4,294
– – 0.01% 364
2025
Q4 		$318K Hold
4,294
– – 0.01% 368
2025
Q3 		$311K Hold
4,294
– – 0.01% 365
2025
Q2 		$288K Hold
4,294
– – 0.01% 358
2025
Q1 		$260K Hold
4,294
– – 0.01% 348
2024
Q4 		$274K Hold
4,294
– – 0.01% 356
2024
Q3 		$267K Hold
4,294
– – 0.01% 338
2024
Q2 		$253K Hold
4,294
– – 0.01% 338
2024
Q1 		$245K Hold
4,294
– – 0.01% 338
2023
Q4 		$223K Buy
+4,294
New +$208K 0.01% 329

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

AlTi Global's DFUS Position: Q2 2026 in Review

AlTi Global reduced its Dimensional US Equity ETF (DFUS) stake by 2.2% in Q2 2026, selling an estimated $7.59K and leaving 4,198 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #411.

AlTi Global first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • AlTi Global held 4,198 shares of Dimensional US Equity ETF worth $344K as of Q2 2026.
  • AlTi Global sold 96 Dimensional US Equity ETF shares in Q2 2026, an estimated $7.59K.
  • Dimensional US Equity ETF made up 0.01% of AlTi Global's portfolio in Q2 2026, its #411 holding.
  • AlTi Global first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.