Brooklyn FI’s Dimensional US Equity ETF DFUS Stock Holding History

Brooklyn FI’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	39,673 -710	-2%	-$52.6K	0.59%	35
2025 Q4	$3M	Buy	40,383 +4,049	+11%	+$297K	0.64%	35
2025 Q3	$2.63M	Buy	36,334 +439	+1%	+$30.6K	0.59%	37
2025 Q2	$2.41M	Buy	35,895 +32,219	+876%	+$2M	0.62%	37
2025 Q1	$222K	Hold	3,676	–	–	0.07%	63
2024 Q4	$234K	Hold	3,676	–	–	0.08%	61
2024 Q3	$229K	Hold	3,676	–	–	0.08%	58
2024 Q2	$216K	Hold	3,676	–	–	0.08%	58
2024 Q1	$209K	Buy	+3,676	New	+$199K	0.09%	52
2023 Q2	–	Sell	-6,191	Closed	-$320K	–	48
2023 Q1	$320K	Buy	6,191 +6,187	+154,675%	+$269K	0.3%	31
2022 Q4	$238K	Sell	4 -5,715	-100%	-$239K	0.17%	37
2022 Q3	$222K	Buy	5,719 +5,292	+1,239%	+$228K	0.19%	37
2022 Q2	$250K	Sell	427 -5,764	-93%	-$255K	0.25%	38
2022 Q1	$303K	Buy	+6,191	New	+$299K	0.26%	35

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

Brooklyn FI's DFUS Position: Q1 2026 in Review

Brooklyn FI reduced its Dimensional US Equity ETF (DFUS) stake by 1.8% in Q1 2026, selling an estimated $52.6K and leaving 39,673 shares worth $2.81M. The position accounts for 0.59% of the portfolio, ranked #35.

Brooklyn FI first reported a position in DFUS in Q1 2022 and has held it in 14 quarters since. The position peaked at $3M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Brooklyn FI held 39,673 shares of Dimensional US Equity ETF worth $2.81M as of Q1 2026.
Brooklyn FI sold 710 Dimensional US Equity ETF shares in Q1 2026, an estimated $52.6K.
Dimensional US Equity ETF made up 0.59% of Brooklyn FI's portfolio in Q1 2026, its #35 holding.
Brooklyn FI first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 14 quarters since.
Brooklyn FI's Dimensional US Equity ETF position peaked at $3M in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.