Client 1st Advisory Group’s Dimensional US Equity ETF DFUS Stock Holding History

Client 1st Advisory Group’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 Q3	$289K	Hold	3,476	–	–	0.07%	113
2026 Q2	$285K	Hold	3,476	–	–	0.07%	115
2026 Q1	$246K	Hold	3,476	–	–	0.07%	124
2025 Q4	$258K	Hold	3,476	–	–	0.08%	121
2025 Q3	$252K	Hold	3,476	–	–	0.08%	116
2025 Q2	$233K	Hold	3,476	–	–	0.08%	116
2025 Q1	$210K	Sell	3,476 -3,475	-50%	-$222K	0.08%	125
2024 Q4	$443K	Hold	6,951	–	–	0.17%	69
2024 Q3	$432K	Buy	+6,951	New	+$416K	0.17%	71

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Client 1st Advisory Group's DFUS Position: Q3 2026 in Review

Client 1st Advisory Group held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 3,476 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #113.

Client 1st Advisory Group first reported a position in DFUS in Q3 2024 and has held it in 9 quarters since. The position peaked at $443K in Q4 2024. 245 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Client 1st Advisory Group held 3,476 shares of Dimensional US Equity ETF worth $289K as of Q3 2026.
Client 1st Advisory Group left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.07% of Client 1st Advisory Group's portfolio in Q3 2026, its #113 holding.
Client 1st Advisory Group first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 9 quarters since.
Client 1st Advisory Group's Dimensional US Equity ETF position peaked at $443K in Q4 2024.
245 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.