Aspiriant LLC’s Dimensional US Equity ETF DFUS Stock Holding History

Aspiriant LLC’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 Q3	$232K	Sell	2,797 -1,281	-31%	-$106K	0.01%	376
2026 Q2	$334K	Hold	4,078	–	–	0.01%	306
2026 Q1	$289K	Hold	4,078	–	–	0.01%	284
2025 Q4	$302K	Hold	4,078	–	–	0.01%	278
2025 Q3	$295K	Hold	4,078	–	–	0.01%	253
2025 Q2	$273K	Hold	4,078	–	–	0.01%	269
2025 Q1	$247K	Hold	4,078	–	–	0.01%	263
2024 Q4	$260K	Hold	4,078	–	–	0.01%	251
2024 Q3	$254K	Hold	4,078	–	–	0.01%	253
2024 Q2	$240K	Hold	4,078	–	–	0.01%	257
2024 Q1	$232K	Hold	4,078	–	–	0.01%	291
2023 Q4	$211K	Buy	+4,078	New	+$197K	0.01%	292
2022 Q3	–	Sell	-5,684	Closed	-$233K	–	266
2022 Q2	$233K	Sell	5,684 -540	-9%	-$23.9K	0.01%	243
2022 Q1	$304K	Sell	6,224 -2,467	-28%	-$119K	0.02%	222
2021 Q4	$449K	Buy	+8,691	New	+$437K	0.02%	185

Other funds holding DFUS

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Aspiriant LLC's DFUS Position: Q3 2026 in Review

Aspiriant LLC reduced its Dimensional US Equity ETF (DFUS) stake by 31% in Q3 2026, selling an estimated $106K and leaving 2,797 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #376.

Aspiriant LLC first reported a position in DFUS in Q4 2021 and has held it in 15 quarters since. The position peaked at $449K in Q4 2021. 219 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Aspiriant LLC held 2,797 shares of Dimensional US Equity ETF worth $232K as of Q3 2026.
Aspiriant LLC sold 1,281 Dimensional US Equity ETF shares in Q3 2026, an estimated $106K.
Dimensional US Equity ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #376 holding.
Aspiriant LLC first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 15 quarters since.
Aspiriant LLC's Dimensional US Equity ETF position peaked at $449K in Q4 2021.
219 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.