BC
DFUS

Barrett & Company’s Dimensional US Equity ETF DFUS Stock Holding History

Barrett & Company’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 		$38K Hold
536
– – 0.01% 322
2025
Q4 		$39.8K Hold
536
– – 0.01% 322
2025
Q3 		$38.8K Hold
536
– – 0.01% 329
2025
Q2 		$35.9K Hold
536
– – 0.01% 346
2025
Q1 		$32.4K Hold
536
– – 0.01% 320
2024
Q4 		$34.2K Sell
536
-2
-0.4% -$128 0.01% 316
2024
Q3 		$33.3K Buy
538
+2
+0.4% +$120 0.01% 312
2024
Q2 		$31.5K Hold
536
– – 0.01% 321
2024
Q1 		$30.5K Hold
536
– – 0.01% 326
2023
Q4 		$27.8K Hold
536
– – 0.02% 310
2023
Q3 		$25K Hold
536
– – 0.01% 314
2023
Q2 		$25.8K Hold
536
– – 0.02% 317
2023
Q1 		$23.8K Hold
536
– – 0.02% 308
2022
Q4 		$22.3K Hold
536
– – 0.01% 299
2022
Q3 		$22.3K Buy
+536
New +$23K 0.01% 299

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

Barrett & Company's DFUS Position: Q1 2026 in Review

Barrett & Company held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 536 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #322.

Barrett & Company first reported a position in DFUS in Q3 2022 and has held it in 15 quarters since. The position peaked at $39.8K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Barrett & Company held 536 shares of Dimensional US Equity ETF worth $38K as of Q1 2026.
  • Barrett & Company left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #322 holding.
  • Barrett & Company first reported a position in Dimensional US Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's Dimensional US Equity ETF position peaked at $39.8K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.