Baird Financial Group
DFUS

Baird Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Baird Financial Group’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 		$1.64M Buy
23,195
+12,173
+110% +$902K ﹤0.01% 1112
2025
Q4 		$818K Hold
11,022
– – ﹤0.01% 1314
2025
Q3 		$798K Sell
11,022
-200
-2% -$13.9K ﹤0.01% 1331
2025
Q2 		$752K Sell
11,222
-3,555
-24% -$220K ﹤0.01% 1288
2025
Q1 		$894K Sell
14,777
-24,623
-62% -$1.57M ﹤0.01% 1215
2024
Q4 		$2.51M Sell
39,400
-7,768
-16% -$498K ﹤0.01% 901
2024
Q3 		$2.93M Sell
47,168
-4,981
-10% -$298K 0.01% 844
2024
Q2 		$3.07M Buy
52,149
+8,158
+19% +$464K 0.01% 829
2024
Q1 		$2.51M Sell
43,991
-3,853
-8% -$209K 0.01% 879
2023
Q4 		$2.48M Buy
47,844
+30,917
+183% +$1.5M 0.01% 876
2023
Q3 		$788K Sell
16,927
-242
-1% -$11.7K ﹤0.01% 1185
2023
Q2 		$827K Buy
17,169
+305
+2% +$13.9K ﹤0.01% 1177
2023
Q1 		$749K Buy
16,864
+1,273
+8% +$55.3K ﹤0.01% 1186
2022
Q4 		$649K Buy
15,591
+4,303
+38% +$180K ﹤0.01% 1200
2022
Q3 		$438K Buy
11,288
+2,420
+27% +$104K ﹤0.01% 1330
2022
Q2 		$361K Hold
8,868
– – ﹤0.01% 1470
2022
Q1 		$435K Hold
8,868
– – ﹤0.01% 1475
2021
Q4 		$458K Hold
8,868
– – ﹤0.01% 1510
2021
Q3 		$418K Hold
8,868
– – ﹤0.01% 1541
2021
Q2 		$418K Buy
+8,868
New +$413K ﹤0.01% 1464

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

Baird Financial Group's DFUS Position: Q1 2026 in Review

Baird Financial Group increased its Dimensional US Equity ETF (DFUS) stake by 110% in Q1 2026, buying an estimated $902K and bringing the position to 23,195 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Baird Financial Group first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.07M in Q2 2024. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Baird Financial Group held 23,195 shares of Dimensional US Equity ETF worth $1.64M as of Q1 2026.
  • Baird Financial Group bought 12,173 Dimensional US Equity ETF shares in Q1 2026, an estimated $902K.
  • Dimensional US Equity ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1112 holding.
  • Baird Financial Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Baird Financial Group's Dimensional US Equity ETF position peaked at $3.07M in Q2 2024.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.