Berger Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Berger Financial Group’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	$3.4M	Buy	47,914 +2,415	+5%	+$179K	0.19%	104
2025 Q4	$3.37M	Buy	45,499 +5,027	+12%	+$369K	0.2%	109
2025 Q3	$2.93M	Buy	40,472 +2,229	+6%	+$155K	0.18%	114
2025 Q2	$2.56M	Buy	38,243 +1,283	+3%	+$79.4K	0.17%	116
2025 Q1	$2.24M	Buy	36,960 +1,262	+4%	+$80.6K	0.16%	120
2024 Q4	$2.28M	Buy	35,698 +5,089	+17%	+$326K	0.16%	118
2024 Q3	$1.9M	Buy	30,609 +8,139	+36%	+$487K	0.14%	122
2024 Q2	$1.32M	Buy	22,470 +5,618	+33%	+$319K	0.11%	133
2024 Q1	$960K	Buy	+16,852	New	+$912K	0.08%	155

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

Berger Financial Group's DFUS Position: Q1 2026 in Review

Berger Financial Group increased its Dimensional US Equity ETF (DFUS) stake by 5.3% in Q1 2026, buying an estimated $179K and bringing the position to 47,914 shares worth $3.4M. The position accounts for 0.19% of the portfolio, ranked #104.

Berger Financial Group first reported a position in DFUS in Q1 2024 and has held it in 9 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Berger Financial Group held 47,914 shares of Dimensional US Equity ETF worth $3.4M as of Q1 2026.
Berger Financial Group bought 2,415 Dimensional US Equity ETF shares in Q1 2026, an estimated $179K.
Dimensional US Equity ETF made up 0.19% of Berger Financial Group's portfolio in Q1 2026, its #104 holding.
Berger Financial Group first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 9 quarters since.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.