BC
DFUS

Burney Company’s Dimensional US Equity ETF DFUS Stock Holding History

Burney Company’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
-5,117
Closed -$380K – 596
2025
Q4 		$380K Hold
5,117
– – 0.01% 487
2025
Q3 		$371K Hold
5,117
– – 0.01% 469
2025
Q2 		$343K Hold
5,117
– – 0.01% 476
2025
Q1 		$309K Hold
5,117
– – 0.01% 492
2024
Q4 		$326K Hold
5,117
– – 0.01% 491
2024
Q3 		$318K Hold
5,117
– – 0.01% 511
2024
Q2 		$301K Hold
5,117
– – 0.01% 514
2024
Q1 		$292K Buy
+5,117
New +$277K 0.01% 525

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

Burney Company's DFUS Position: Q1 2026 in Review

Burney Company sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 5,117 shares — an estimated $380K sold.

Burney Company first reported a position in DFUS in Q1 2024 and held it in 8 quarters. The position peaked at $380K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Burney Company reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 5,117 Dimensional US Equity ETF shares in Q1 2026, an estimated $380K.
  • Burney Company first reported a position in Dimensional US Equity ETF in Q1 2024 and held it in 8 quarters.
  • Burney Company's Dimensional US Equity ETF position peaked at $380K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.