CL
DFUS

Choreo LLC’s Dimensional US Equity ETF DFUS Stock Holding History

Choreo LLC’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
Q2 		$76.7M Buy
935,798
+2,253
+0.2% +$178K 0.84% 26
2026
Q1 		$66.2M Buy
933,545
+5,070
+0.5% +$376K 0.81% 26
2025
Q4 		$69.4M Sell
928,475
-17,814
-2% -$1.31M 0.88% 24
2025
Q3 		$68.5M Sell
946,289
-63,166
-6% -$4.4M 0.89% 20
2025
Q2 		$67.7M Sell
1,009,455
-10,100
-1% -$625K 0.94% 19
2025
Q1 		$61.7M Sell
1,019,555
-5,370
-0.5% -$343K 0.96% 22
2024
Q4 		$65.3M Sell
1,024,925
-2,352
-0.2% -$151K 0.94% 19
2024
Q3 		$63.2M Sell
1,027,277
-6,581
-0.6% -$394K 0.93% 22
2024
Q2 		$61M Buy
1,033,858
+20,513
+2% +$1.17M 1.02% 20
2024
Q1 		$57.7M Sell
1,013,345
-16,968
-2% -$919K 1.48% 14
2023
Q4 		$53.4M Sell
1,030,313
-39,973
-4% -$1.93M 1.45% 14
2023
Q3 		$49.8M Sell
1,070,286
-47,524
-4% -$2.3M 1.76% 13
2023
Q2 		$53.8M Sell
1,117,810
-48,427
-4% -$2.2M 1.84% 13
2023
Q1 		$51.8M Sell
1,166,237
-20,712
-2% -$899K 1.83% 13
2022
Q4 		$49.4M Sell
1,186,949
-15,249
-1% -$638K 2.45% 13
2022
Q3 		$46.7M Sell
1,202,198
-27,271
-2% -$1.17M 2.69% 9
2022
Q2 		$50.1M Sell
1,229,469
-10,560
-0.9% -$468K 2.81% 9
2022
Q1 		$60.8M Sell
1,240,029
-7,840
-0.6% -$379K 3.08% 7
2021
Q4 		$64.5M Sell
1,247,869
-7,193
-0.6% -$362K 3.15% 7
2021
Q3 		$59.2M Sell
1,255,062
-6,086
-0.5% -$294K 3.17% 7
2021
Q2 		$59.4M Buy
+1,261,148
New +$58.8M 3.21% 7

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Choreo LLC's DFUS Position: Q2 2026 in Review

Choreo LLC increased its Dimensional US Equity ETF (DFUS) stake by 0.24% in Q2 2026, buying an estimated $178K and bringing the position to 935,798 shares worth $76.7M. The position accounts for 0.84% of the portfolio, ranked #26.

Choreo LLC first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Choreo LLC held 935,798 shares of Dimensional US Equity ETF worth $76.7M as of Q2 2026.
  • Choreo LLC bought 2,253 Dimensional US Equity ETF shares in Q2 2026, an estimated $178K.
  • Dimensional US Equity ETF made up 0.84% of Choreo LLC's portfolio in Q2 2026, its #26 holding.
  • Choreo LLC first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.