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Black Diamond Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Black Diamond Financial’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 		– Sell
-59,644
Closed -$4.42M – 187
2025
Q4 		$4.42M Sell
59,644
-1,582
-3% -$116K 0.47% 40
2025
Q3 		$4.44M Buy
+61,226
New +$4.27M 0.5% 39

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Black Diamond Financial's DFUS Position: Q1 2026 in Review

Black Diamond Financial sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 59,644 shares — an estimated $4.42M sold.

Black Diamond Financial first reported a position in DFUS in Q3 2025 and held it in 2 quarters. The position peaked at $4.44M in Q3 2025. 855 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Black Diamond Financial reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Black Diamond Financial sold 59,644 Dimensional US Equity ETF shares in Q1 2026, an estimated $4.42M.
  • Black Diamond Financial first reported a position in Dimensional US Equity ETF in Q3 2025 and held it in 2 quarters.
  • Black Diamond Financial's Dimensional US Equity ETF position peaked at $4.44M in Q3 2025.
  • 855 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.