BW
DFUS

BIP Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

BIP Wealth’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 		$1.17M Buy
16,482
+11,152
+209% +$826K 0.05% 182
2025
Q4 		$395K Buy
5,330
+270
+5% +$19.8K 0.01% 328
2025
Q3 		$367K Buy
5,060
+811
+19% +$56.5K 0.02% 207
2025
Q2 		$285K Sell
4,249
-2,133
-33% -$132K 0.02% 217
2025
Q1 		$386K Hold
6,382
– – 0.03% 178
2024
Q4 		$407K Buy
6,382
+2,133
+50% +$137K 0.03% 169
2024
Q3 		$264K Hold
4,249
– – 0.02% 196
2024
Q2 		$250K Buy
+4,249
New +$242K 0.02% 167

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

BIP Wealth's DFUS Position: Q1 2026 in Review

BIP Wealth increased its Dimensional US Equity ETF (DFUS) stake by 209% in Q1 2026, buying an estimated $826K and bringing the position to 16,482 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #182.

BIP Wealth first reported a position in DFUS in Q2 2024 and has held it in 8 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • BIP Wealth held 16,482 shares of Dimensional US Equity ETF worth $1.17M as of Q1 2026.
  • BIP Wealth bought 11,152 Dimensional US Equity ETF shares in Q1 2026, an estimated $826K.
  • Dimensional US Equity ETF made up 0.05% of BIP Wealth's portfolio in Q1 2026, its #182 holding.
  • BIP Wealth first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.