AG
DFUS

Ascent Group’s Dimensional US Equity ETF DFUS Stock Holding History

Ascent Group’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 		$257K Sell
3,628
-19
-0.5% -$1.41K 0.01% 666
2025
Q4 		$270K Sell
3,647
-172
-5% -$12.6K 0.01% 640
2025
Q3 		$277K Sell
3,819
-93
-2% -$6.48K 0.01% 620
2025
Q2 		$262K Sell
3,912
-1,041
-21% -$64.5K 0.01% 608
2025
Q1 		$300K Sell
4,953
-251
-5% -$16K 0.01% 560
2024
Q4 		$332K Sell
5,204
-700
-12% -$44.9K 0.02% 441
2024
Q3 		$367K Sell
5,904
-334
-5% -$20K 0.03% 411
2024
Q2 		$367K Sell
6,238
-1,898
-23% -$108K 0.03% 394
2024
Q1 		$464K Sell
8,136
-507
-6% -$27.4K 0.04% 370
2023
Q4 		$471K Sell
8,643
-1,698
-16% -$82.2K 0.04% 357
2023
Q3 		$486K Sell
10,341
-1,277
-11% -$61.8K 0.05% 315
2023
Q2 		$567K Sell
11,618
-975
-8% -$44.4K 0.06% 300
2023
Q1 		$560K Sell
12,593
-359
-3% -$15.6K 0.06% 299
2022
Q4 		$539K Buy
12,952
+235
+2% +$9.82K 0.06% 294
2022
Q3 		$535K Sell
12,717
-217
-2% -$9.33K 0.07% 280
2022
Q2 		$576K Buy
12,934
+515
+4% +$22.8K 0.07% 275
2022
Q1 		$609K Buy
12,419
+538
+5% +$26K 0.07% 278
2021
Q4 		$564K Buy
+11,881
New +$597K 0.07% 279

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

Ascent Group's DFUS Position: Q1 2026 in Review

Ascent Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.52% in Q1 2026, selling an estimated $1.41K and leaving 3,628 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #666.

Ascent Group first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $609K in Q1 2022. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Ascent Group held 3,628 shares of Dimensional US Equity ETF worth $257K as of Q1 2026.
  • Ascent Group sold 19 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.41K.
  • Dimensional US Equity ETF made up 0.01% of Ascent Group's portfolio in Q1 2026, its #666 holding.
  • Ascent Group first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Ascent Group's Dimensional US Equity ETF position peaked at $609K in Q1 2022.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.