Biltmore Family Office’s Dimensional US Equity ETF DFUS Stock Holding History

Biltmore Family Office’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	$1.87M	Sell	26,415 -400	-1%	-$29.6K	0.26%	69
2025 Q4	$1.99M	Hold	26,815	–	–	0.27%	68
2025 Q3	$1.94M	Hold	26,815	–	–	0.28%	66
2025 Q2	$1.8M	Hold	26,815	–	–	0.3%	64
2025 Q1	$1.62M	Hold	26,815	–	–	0.28%	64
2024 Q4	$1.71M	Sell	26,815 -451	-2%	-$28.9K	0.29%	62
2024 Q3	$1.7M	Hold	27,266	–	–	0.29%	61
2024 Q2	$1.6M	Hold	27,266	–	–	0.3%	59
2024 Q1	$1.55M	Hold	27,266	–	–	0.31%	60
2023 Q4	$1.41M	Sell	27,266 -215	-0.8%	-$10.4K	0.29%	57
2023 Q3	$1.28M	Hold	27,481	–	–	0.29%	58
2023 Q2	$1.32M	Buy	27,481 +180	+0.7%	+$8.19K	0.28%	56
2023 Q1	$1.21M	Hold	27,301	–	–	0.26%	60
2022 Q4	$1.14M	Hold	27,301	–	–	0.23%	62
2022 Q3	$1.06M	Hold	27,301	–	–	0.24%	59
2022 Q2	$1.11M	Hold	27,301	–	–	0.28%	61
2022 Q1	$1.34M	Sell	27,301 -208	-0.8%	-$10.1K	0.29%	56
2021 Q4	$1.42M	Hold	27,509	–	–	0.27%	59
2021 Q3	$1.3M	Sell	27,509 -520	-2%	-$25.2K	0.31%	54
2021 Q2	$1.32M	Buy	+28,029	New	+$1.31M	0.37%	42

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 $2.57B AUM 21.7% 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

Biltmore Family Office's DFUS Position: Q1 2026 in Review

Biltmore Family Office reduced its Dimensional US Equity ETF (DFUS) stake by 1.5% in Q1 2026, selling an estimated $29.6K and leaving 26,415 shares worth $1.87M. The position accounts for 0.26% of the portfolio, ranked #69.

Biltmore Family Office first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.99M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Biltmore Family Office held 26,415 shares of Dimensional US Equity ETF worth $1.87M as of Q1 2026.
Biltmore Family Office sold 400 Dimensional US Equity ETF shares in Q1 2026, an estimated $29.6K.
Dimensional US Equity ETF made up 0.26% of Biltmore Family Office's portfolio in Q1 2026, its #69 holding.
Biltmore Family Office first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Biltmore Family Office's Dimensional US Equity ETF position peaked at $1.99M in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.