ACP
DFUS

Aviance Capital Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Aviance Capital Partners’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 		$1.2M Hold
16,986
– – 0.14% 135
2025
Q4 		$1.26M Hold
16,986
– – 0.15% 131
2025
Q3 		$1.23M Hold
16,986
– – 0.15% 134
2025
Q2 		$1.14M Hold
16,986
– – 0.15% 138
2025
Q1 		$1.03M Buy
+16,986
New +$1.09M 0.14% 143

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

Aviance Capital Partners's DFUS Position: Q1 2026 in Review

Aviance Capital Partners held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 16,986 shares worth $1.2M. The position accounts for 0.14% of the portfolio, ranked #135.

Aviance Capital Partners first reported a position in DFUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q4 2025. 851 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Aviance Capital Partners held 16,986 shares of Dimensional US Equity ETF worth $1.2M as of Q1 2026.
  • Aviance Capital Partners left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.14% of Aviance Capital Partners's portfolio in Q1 2026, its #135 holding.
  • Aviance Capital Partners first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Aviance Capital Partners's Dimensional US Equity ETF position peaked at $1.26M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.