BCI
DFUS

Brinker Capital Investments’s Dimensional US Equity ETF DFUS Stock Holding History

Brinker Capital Investments’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 		$2.81M Sell
39,619
-6,102
-13% -$452K 0.02% 591
2025
Q4 		$3.39M Sell
45,721
-787
-2% -$57.8K 0.02% 598
2025
Q3 		$3.37M Buy
46,508
+27
+0.1% +$1.88K 0.03% 573
2025
Q2 		$3.12M Buy
46,481
+860
+2% +$53.3K 0.03% 566
2025
Q1 		$2.76M Buy
45,621
+423
+0.9% +$27K 0.03% 565
2024
Q4 		$2.88M Sell
45,198
-297
-0.7% -$19K 0.03% 531
2024
Q3 		$2.83M Sell
45,495
-225
-0.5% -$13.5K 0.03% 531
2024
Q2 		$2.69M Sell
45,720
-367
-0.8% -$20.9K 0.03% 514
2024
Q1 		$2.63M Buy
46,087
+4,267
+10% +$231K 0.03% 530
2023
Q4 		$2.16M Sell
41,820
-1,461
-3% -$70.7K 0.03% 593
2023
Q3 		$2.01M Buy
43,281
+271
+0.6% +$13.1K 0.02% 609
2023
Q2 		$2.07M Sell
43,010
-1,595
-4% -$72.6K 0.02% 637
2023
Q1 		$1.98M Buy
44,605
+32,440
+267% +$1.41M 0.02% 592
2022
Q4 		$506K Hold
12,165
– – 0.01% 972
2022
Q3 		$472K Hold
12,165
– – 0.01% 965
2022
Q2 		$496K Hold
12,165
– – 0.01% 984
2022
Q1 		$596K Hold
12,165
– – 0.01% 985
2021
Q4 		$629K Buy
+12,165
New +$611K 0.01% 986

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

Brinker Capital Investments's DFUS Position: Q1 2026 in Review

Brinker Capital Investments reduced its Dimensional US Equity ETF (DFUS) stake by 13% in Q1 2026, selling an estimated $452K and leaving 39,619 shares worth $2.81M. The position accounts for 0.02% of the portfolio, ranked #591.

Brinker Capital Investments first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.39M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Brinker Capital Investments held 39,619 shares of Dimensional US Equity ETF worth $2.81M as of Q1 2026.
  • Brinker Capital Investments sold 6,102 Dimensional US Equity ETF shares in Q1 2026, an estimated $452K.
  • Dimensional US Equity ETF made up 0.02% of Brinker Capital Investments's portfolio in Q1 2026, its #591 holding.
  • Brinker Capital Investments first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Brinker Capital Investments's Dimensional US Equity ETF position peaked at $3.39M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.