BAM
DFUS

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
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

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

Bayshore Asset Management's DFUS Position: Q1 2026 in Review

Bayshore Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 6% in Q1 2026, buying an estimated $486K and bringing the position to 116,371 shares worth $8.25M. The position accounts for 3.28% of the portfolio, ranked #9.

Bayshore Asset Management first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Bayshore Asset Management held 116,371 shares of Dimensional US Equity ETF worth $8.25M as of Q1 2026.
  • Bayshore Asset Management bought 6,552 Dimensional US Equity ETF shares in Q1 2026, an estimated $486K.
  • Dimensional US Equity ETF made up 3.28% of Bayshore Asset Management's portfolio in Q1 2026, its #9 holding.
  • Bayshore Asset Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Bayshore Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.