Bayshore Asset Management
DFUS icon

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

Bayshore 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 		$10.4M Buy
122,922
+4,755
+4% +$395K 3.66% 7
2026
Q2 		$9.7M Buy
118,167
+1,796
+2% +$142K 3.46% 7
2026
Q1 		$8.25M Buy
116,371
+6,552
+6% +$486K 3.28% 9
2025
Q4 		$8.15M Buy
109,819
+1,351
+1% +$99.3K 3.32% 7
2025
Q3 		$7.86M Buy
108,468
+171
+0.2% +$11.9K 3.37% 7
2025
Q2 		$7.26M Sell
108,297
-314
-0.3% -$19.4K 3.32% 8
2025
Q1 		$6.57M Sell
108,611
-2,857
-3% -$183K 3.27% 8
2024
Q4 		$7.11M Buy
111,468
+470
+0.4% +$30.1K 3.26% 6
2024
Q3 		$6.9M Sell
110,998
-1,712
-2% -$102K 3.1% 8
2024
Q2 		$6.63M Sell
112,710
-603
-0.5% -$34.3K 3.34% 5
2024
Q1 		$6.46M Buy
113,313
+3,932
+4% +$213K 3.17% 6
2023
Q4 		$5.67M Sell
109,381
-2,765
-2% -$134K 2.99% 7
2023
Q3 		$5.22M Sell
112,146
-5,991
-5% -$290K 3.06% 7
2023
Q2 		$5.81M Sell
118,137
-1,614
-1% -$73.4K 3.17% 7
2023
Q1 		$5.32M Sell
119,751
-3,005
-2% -$130K 3.16% 7
2022
Q4 		$5.11M Buy
122,756
+838
+0.7% +$35K 3.29% 7
2022
Q3 		$4.73M Buy
121,918
+347
+0.3% +$14.9K 3.57% 6
2022
Q2 		$4.95M Buy
121,571
+2,572
+2% +$114K 3.59% 7
2022
Q1 		$5.83M Buy
118,999
+23
+0% +$1.11K 4.28% 6
2021
Q4 		$6.15M Buy
+118,976
New +$5.98M 4.47% 6

Other funds holding DFUS

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Bayshore Asset Management's DFUS Position: Q3 2026 in Review

Bayshore Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 4% in Q3 2026, buying an estimated $395K and bringing the position to 122,922 shares worth $10.4M. The position accounts for 3.66% of the portfolio, ranked #7.

Bayshore Asset Management first reported a position in DFUS in Q4 2021 and has held it in 20 quarters since. 526 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Bayshore Asset Management held 122,922 shares of Dimensional US Equity ETF worth $10.4M as of Q3 2026.
  • Bayshore Asset Management bought 4,755 Dimensional US Equity ETF shares in Q3 2026, an estimated $395K.
  • Dimensional US Equity ETF made up 3.66% of Bayshore Asset Management's portfolio in Q3 2026, its #7 holding.
  • Bayshore Asset Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • 526 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Bayshore Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.