Bay Colony Advisors
DFUS icon

Bay Colony Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Bay Colony 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
Q3 		$494K Buy
5,946
+22
+0.4% +$1.82K 0.06% 257
2026
Q2 		$485K Buy
5,924
+13
+0.2% +$1.03K 0.05% 266
2026
Q1 		$419K Buy
5,911
+663
+13% +$49.1K 0.05% 299
2025
Q4 		$389K Sell
5,248
-9,880
-65% -$726K 0.05% 328
2025
Q3 		$1.1M Buy
15,128
+3,204
+27% +$223K 0.13% 151
2025
Q2 		$799K Buy
11,924
+385
+3% +$23.8K 0.11% 172
2025
Q1 		$694K Buy
11,539
+685
+6% +$43.8K 0.11% 189
2024
Q4 		$692K Buy
10,854
+1,094
+11% +$70.1K 0.1% 197
2024
Q3 		$607K Buy
9,760
+72
+0.7% +$4.31K 0.09% 213
2024
Q2 		$570K Buy
9,688
+105
+1% +$5.97K 0.1% 199
2024
Q1 		$546K Buy
9,583
+1,309
+16% +$70.9K 0.1% 195
2023
Q4 		$429K Buy
8,274
+645
+8% +$31.2K 0.08% 225
2023
Q3 		$355K Buy
7,629
+1,502
+25% +$72.6K 0.09% 213
2023
Q2 		$295K Buy
6,127
+111
+2% +$5.05K 0.07% 239
2023
Q1 		$263K Buy
6,016
+23
+0.4% +$999 0.07% 258
2022
Q4 		$249K Buy
5,993
+73
+1% +$3.05K 0.07% 286
2022
Q3 		$230K Buy
5,920
+1,129
+24% +$48.5K 0.07% 270
2022
Q2 		$213K Buy
4,791
+517
+12% +$22.9K 0.05% 307
2022
Q1 		$210K Buy
4,274
+33
+0.8% +$1.6K 0.05% 332
2021
Q4 		$219K Buy
+4,241
New +$213K 0.06% 331

Other funds holding DFUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bay Colony Advisors's DFUS Position: Q3 2026 in Review

Bay Colony Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.37% in Q3 2026, buying an estimated $1.82K and bringing the position to 5,946 shares worth $494K. The position accounts for 0.06% of the portfolio, ranked #257.

Bay Colony Advisors first reported a position in DFUS in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q3 2025. 795 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Bay Colony Advisors held 5,946 shares of Dimensional US Equity ETF worth $494K as of Q3 2026.
  • Bay Colony Advisors bought 22 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.82K.
  • Dimensional US Equity ETF made up 0.06% of Bay Colony Advisors's portfolio in Q3 2026, its #257 holding.
  • Bay Colony Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • Bay Colony Advisors's Dimensional US Equity ETF position peaked at $1.1M in Q3 2025.
  • 795 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Bay Colony Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.