Brogan Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Brogan 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	$679K	Buy	9,572 +23	+0.2%	+$1.7K	0.3%	20
2025 Q4	$708K	Buy	9,549 +20	+0.2%	+$1.47K	0.31%	18
2025 Q3	$690K	Buy	9,529 +24	+0.3%	+$1.67K	0.29%	18
2025 Q2	$637K	Buy	9,505 +25	+0.3%	+$1.55K	0.28%	20
2025 Q1	$573K	Buy	9,480 +22	+0.2%	+$1.41K	0.28%	24
2024 Q4	$603K	Buy	9,458 +33	+0.4%	+$2.12K	0.3%	16
2024 Q3	$586K	Buy	9,425 +24	+0.3%	+$1.44K	0.33%	20
2024 Q2	$553K	Buy	9,401 +26	+0.3%	+$1.48K	0.35%	18
2024 Q1	$534K	Buy	9,375 +19	+0.2%	+$1.03K	0.35%	18
2023 Q4	$485K	Buy	9,356 +42	+0.5%	+$2.03K	0.36%	19
2023 Q3	$434K	Hold	9,314	–	–	0.38%	17
2023 Q2	$449K	Hold	9,314	–	–	0.38%	17
2023 Q1	$414K	Hold	9,314	–	–	0.36%	17
2022 Q4	$388K	Buy	+9,314	New	+$389K	0.35%	19

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

Brogan Financial's DFUS Position: Q1 2026 in Review

Brogan Financial increased its Dimensional US Equity ETF (DFUS) stake by 0.24% in Q1 2026, buying an estimated $1.7K and bringing the position to 9,572 shares worth $679K. The position accounts for 0.3% of the portfolio, ranked #20.

Brogan Financial first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $708K in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Brogan Financial held 9,572 shares of Dimensional US Equity ETF worth $679K as of Q1 2026.
Brogan Financial bought 23 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.7K.
Dimensional US Equity ETF made up 0.3% of Brogan Financial's portfolio in Q1 2026, its #20 holding.
Brogan Financial first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Brogan Financial's Dimensional US Equity ETF position peaked at $708K in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.