Apriem Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Apriem 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	$398K	Hold	5,610	–	–	0.04%	132
2025 Q4	$416K	Hold	5,610	–	–	0.04%	126
2025 Q3	$406K	Hold	5,610	–	–	0.04%	130
2025 Q2	$376K	Hold	5,610	–	–	0.04%	133
2025 Q1	$339K	Hold	5,610	–	–	0.04%	131
2024 Q4	$358K	Hold	5,610	–	–	0.04%	128
2024 Q3	$349K	Hold	5,610	–	–	0.04%	124
2024 Q2	$330K	Hold	5,610	–	–	0.04%	130
2024 Q1	$320K	Hold	5,610	–	–	0.04%	130
2023 Q4	$291K	Hold	5,610	–	–	0.04%	122
2023 Q3	$261K	Hold	5,610	–	–	0.04%	123
2023 Q2	$270K	Hold	5,610	–	–	0.04%	120
2023 Q1	$249K	Hold	5,610	–	–	0.04%	130
2022 Q4	$233K	Buy	+5,610	New	+$235K	0.04%	130

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

Apriem Advisors's DFUS Position: Q1 2026 in Review

Apriem Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 5,610 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #132.

Apriem Advisors first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $416K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Apriem Advisors held 5,610 shares of Dimensional US Equity ETF worth $398K as of Q1 2026.
Apriem Advisors left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.04% of Apriem Advisors's portfolio in Q1 2026, its #132 holding.
Apriem Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Apriem Advisors's Dimensional US Equity ETF position peaked at $416K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.