B
DFUS

Bailard’s Dimensional US Equity ETF DFUS Stock Holding History

Bailard’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
Q2 		$223K Buy
+2,716
New +$215K ﹤0.01% 715
2026
Q1 		– Sell
-2,716
Closed -$201K – 764
2025
Q4 		$201K Buy
+2,716
New +$200K ﹤0.01% 716

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Bailard's DFUS Position: Q2 2026 in Review

Bailard opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 2,716 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: Bailard previously reported a position in DFUS as recently as Q4 2025.

Bailard first reported a position in DFUS in Q4 2025 and has held it in 2 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Bailard held 2,716 shares of Dimensional US Equity ETF worth $223K as of Q2 2026.
  • Dimensional US Equity ETF was a new Bailard position in Q2 2026.
  • Dimensional US Equity ETF made up ﹤0.01% of Bailard's portfolio in Q2 2026, its #715 holding.
  • Bailard first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.