BWA
DFUS

Babb Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Babb Wealth 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 		$21.5M Buy
303,546
+11,625
+4% +$861K 11.77% 4
2025
Q4 		$21.7M Buy
291,921
+21,990
+8% +$1.62M 12.22% 4
2025
Q3 		$19.6M Buy
269,931
+10,176
+4% +$709K 12.71% 4
2025
Q2 		$17.4M Buy
259,755
+4,897
+2% +$303K 12.85% 4
2025
Q1 		$15.4M Buy
254,858
+2,131
+0.8% +$136K 12.35% 4
2024
Q4 		$16.1M Buy
+252,727
New +$16.2M 12.98% 4

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

Babb Wealth Advisors's DFUS Position: Q1 2026 in Review

Babb Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 4% in Q1 2026, buying an estimated $861K and bringing the position to 303,546 shares worth $21.5M. The position accounts for 11.77% of the portfolio, ranked #4.

Babb Wealth Advisors first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.7M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Babb Wealth Advisors held 303,546 shares of Dimensional US Equity ETF worth $21.5M as of Q1 2026.
  • Babb Wealth Advisors bought 11,625 Dimensional US Equity ETF shares in Q1 2026, an estimated $861K.
  • Dimensional US Equity ETF made up 11.77% of Babb Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Babb Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Babb Wealth Advisors's Dimensional US Equity ETF position peaked at $21.7M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Babb Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.