Baker Ellis Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Baker Ellis Asset Management’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 Q3	$464K	Hold	5,587	–	–	0.05%	175
2026 Q2	$458K	Hold	5,587	–	–	0.05%	177
2026 Q1	$396K	Hold	5,587	–	–	0.05%	186
2025 Q4	$414K	Hold	5,587	–	–	0.05%	180
2025 Q3	$405K	Hold	5,587	–	–	0.05%	178
2025 Q2	$374K	Hold	5,587	–	–	0.05%	166
2025 Q1	$338K	Buy	+5,587	New	+$357K	0.05%	174

Other funds holding DFUS

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Baker Ellis Asset Management's DFUS Position: Q3 2026 in Review

Baker Ellis Asset Management held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 5,587 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #175.

Baker Ellis Asset Management first reported a position in DFUS in Q1 2025 and has held it in 7 quarters since. 746 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Baker Ellis Asset Management held 5,587 shares of Dimensional US Equity ETF worth $464K as of Q3 2026.
Baker Ellis Asset Management left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.05% of Baker Ellis Asset Management's portfolio in Q3 2026, its #175 holding.
Baker Ellis Asset Management first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 7 quarters since.
746 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Baker Ellis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.