CWM
DFUS

CarsonAllaria Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

CarsonAllaria Wealth Management’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 		$19.9M Sell
281,089
-11,070
-4% -$820K 9.85% 3
2025
Q4 		$21.7M Buy
292,159
+2,156
+0.7% +$158K 10.75% 3
2025
Q3 		$21M Buy
290,003
+2,062
+0.7% +$144K 10.92% 3
2025
Q2 		$19.3M Buy
287,941
+21,894
+8% +$1.36M 10.35% 3
2025
Q1 		$16.1M Buy
266,047
+1,225
+0.5% +$78.3K 9.32% 3
2024
Q4 		$16.9M Buy
264,822
+4,693
+2% +$301K 9.66% 3
2024
Q3 		$16.2M Sell
260,129
-3,523
-1% -$211K 9.28% 3
2024
Q2 		$15.5M Buy
263,652
+7,359
+3% +$418K 9.49% 3
2024
Q1 		$14.6M Sell
256,293
-674
-0.3% -$36.5K 9.18% 3
2023
Q4 		$13.3M Buy
256,967
+10,790
+4% +$522K 9.55% 2
2023
Q3 		$11.5M Buy
246,177
+9,641
+4% +$466K 9.31% 2
2023
Q2 		$11.4M Buy
236,536
+17,543
+8% +$798K 8.97% 2
2023
Q1 		$9.73M Buy
218,993
+5,869
+3% +$255K 8.2% 2
2022
Q4 		$8.87M Buy
213,124
+29,029
+16% +$1.21M 7.76% 2
2022
Q3 		$7.15M Buy
184,095
+9,788
+6% +$421K 6.64% 4
2022
Q2 		$7.1M Buy
174,307
+3,989
+2% +$177K 6.63% 3
2022
Q1 		$8.35M Buy
170,318
+20,420
+14% +$987K 7.47% 3
2021
Q4 		$7.75M Buy
+149,898
New +$7.53M 6.85% 3

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

CarsonAllaria Wealth Management's DFUS Position: Q1 2026 in Review

CarsonAllaria Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 3.8% in Q1 2026, selling an estimated $820K and leaving 281,089 shares worth $19.9M. The position accounts for 9.85% of the portfolio, ranked #3.

CarsonAllaria Wealth Management first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.7M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • CarsonAllaria Wealth Management held 281,089 shares of Dimensional US Equity ETF worth $19.9M as of Q1 2026.
  • CarsonAllaria Wealth Management sold 11,070 Dimensional US Equity ETF shares in Q1 2026, an estimated $820K.
  • Dimensional US Equity ETF made up 9.85% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #3 holding.
  • CarsonAllaria Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • CarsonAllaria Wealth Management's Dimensional US Equity ETF position peaked at $21.7M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.