Baron Silver Stevens Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Baron Silver Stevens Financial 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	$474K	Hold	6,684	–	–	0.07%	86
2025 Q4	$496K	Hold	6,684	–	–	0.07%	83
2025 Q3	$484K	Hold	6,684	–	–	0.07%	83
2025 Q2	$448K	Hold	6,684	–	–	0.07%	83
2025 Q1	$404K	Hold	6,684	–	–	0.07%	79
2024 Q4	$426K	Hold	6,684	–	–	0.07%	77
2024 Q3	$416K	Hold	6,684	–	–	0.07%	76
2024 Q2	$393K	Hold	6,684	–	–	0.07%	76
2024 Q1	$381K	Hold	6,684	–	–	0.07%	82
2023 Q4	$346K	Hold	6,684	–	–	0.07%	75
2023 Q3	$311K	Hold	6,684	–	–	0.07%	77
2023 Q2	$322K	Hold	6,684	–	–	0.07%	77
2023 Q1	$297K	Hold	6,684	–	–	0.08%	74
2022 Q4	$278K	Buy	+6,684	New	+$279K	0.07%	75
2022 Q2	–	Sell	-4,354	Closed	-$213K	–	106
2022 Q1	$213K	Hold	4,354	–	–	0.05%	92
2021 Q4	$225K	Hold	4,354	–	–	0.05%	77
2021 Q3	$205K	Hold	4,354	–	–	0.05%	74
2021 Q2	$205K	Buy	+4,354	New	+$203K	0.06%	85

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's DFUS Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 6,684 shares worth $474K. The position accounts for 0.07% of the portfolio, ranked #86.

Baron Silver Stevens Financial Advisors first reported a position in DFUS in Q2 2021 and has held it in 18 quarters since. The position peaked at $496K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Baron Silver Stevens Financial Advisors held 6,684 shares of Dimensional US Equity ETF worth $474K as of Q1 2026.
Baron Silver Stevens Financial Advisors left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.07% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #86 holding.
Baron Silver Stevens Financial Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 18 quarters since.
Baron Silver Stevens Financial Advisors's Dimensional US Equity ETF position peaked at $496K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.