Clifford Swan Investment Counsel’s Dimensional US Equity ETF DFUS Stock Holding History

Clifford Swan Investment Counsel’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	$294K	Hold	4,142	–	–	0.01%	272
2025 Q4	$307K	Sell	4,142 -9,495	-70%	-$698K	0.01%	261
2025 Q3	$988K	Hold	13,637	–	–	0.03%	180
2025 Q2	$914K	Hold	13,637	–	–	0.03%	180
2025 Q1	$825K	Hold	13,637	–	–	0.03%	182
2024 Q4	$869K	Hold	13,637	–	–	0.03%	184
2024 Q3	$848K	Hold	13,637	–	–	0.03%	188
2024 Q2	$803K	Hold	13,637	–	–	0.03%	183
2024 Q1	$777K	Hold	13,637	–	–	0.03%	185
2023 Q4	$707K	Hold	13,637	–	–	0.03%	191
2023 Q3	$635K	Hold	13,637	–	–	0.03%	194
2023 Q2	$657K	Hold	13,637	–	–	0.03%	197
2023 Q1	$606K	Hold	13,637	–	–	0.03%	202
2022 Q4	$567K	Buy	13,637 +4,142	+44%	+$173K	0.02%	200
2022 Q3	$369K	Hold	9,495	–	–	0.02%	235
2022 Q2	$387K	Hold	9,495	–	–	0.02%	247
2022 Q1	$465K	Hold	9,495	–	–	0.02%	239
2021 Q4	$491K	Hold	9,495	–	–	0.02%	239
2021 Q3	$480K	Hold	9,495	–	–	0.02%	240
2021 Q2	$458K	Buy	+9,495	New	+$443K	0.02%	236

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

Clifford Swan Investment Counsel's DFUS Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 4,142 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #272.

Clifford Swan Investment Counsel first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $988K in Q3 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Clifford Swan Investment Counsel held 4,142 shares of Dimensional US Equity ETF worth $294K as of Q1 2026.
Clifford Swan Investment Counsel left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #272 holding.
Clifford Swan Investment Counsel first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Clifford Swan Investment Counsel's Dimensional US Equity ETF position peaked at $988K in Q3 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.