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 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

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

Aspiriant LLC's DFUS Position: Q1 2026 in Review

Aspiriant LLC held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 4,078 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #284.

Aspiriant LLC first reported a position in DFUS in Q4 2021 and has held it in 13 quarters since. The position peaked at $449K in Q4 2021. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Aspiriant LLC held 4,078 shares of Dimensional US Equity ETF worth $289K as of Q1 2026.
Aspiriant LLC left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #284 holding.
Aspiriant LLC first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 13 quarters since.
Aspiriant LLC's Dimensional US Equity ETF position peaked at $449K in Q4 2021.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.