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 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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Baker Ellis Asset Management's DFUS Position: Q2 2026 in Review

Baker Ellis Asset Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 5,587 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #177.

Baker Ellis Asset Management first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Baker Ellis Asset Management held 5,587 shares of Dimensional US Equity ETF worth $458K as of Q2 2026.
Baker Ellis Asset Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.05% of Baker Ellis Asset Management's portfolio in Q2 2026, its #177 holding.
Baker Ellis Asset Management first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.