Commonwealth Equity Services
DFUS

Commonwealth Equity Services’s Dimensional US Equity ETF DFUS Stock Holding History

Commonwealth Equity Services’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 		$117M Buy
1,652,947
+344,117
+26% +$25.5M 0.16% 117
2025
Q4 		$97.1M Buy
1,308,830
+35,415
+3% +$2.6M 0.13% 145
2025
Q3 		$92.2M Buy
1,273,415
+46,774
+4% +$3.26M 0.12% 164
2025
Q2 		$82.2M Buy
1,226,641
+61,680
+5% +$3.82M 0.11% 190
2025
Q1 		$70.5M Buy
1,164,961
+70,466
+6% +$4.5M 0.1% 196
2024
Q4 		$69.8M Buy
1,094,495
+18,791
+2% +$1.2M 0.1% 189
2024
Q3 		$66.9M Sell
1,075,704
-105,136
-9% -$6.29M 0.1% 194
2024
Q2 		$69.5M Buy
1,180,840
+25,213
+2% +$1.43M 0.11% 167
2024
Q1 		$65.8M Buy
1,155,627
+114,005
+11% +$6.17M 0.11% 171
2023
Q4 		$54M Sell
1,041,622
-23,611
-2% -$1.14M 0.1% 197
2023
Q3 		$49.6M Buy
1,065,233
+45,887
+5% +$2.22M 0.1% 188
2023
Q2 		$49.1M Buy
1,019,346
+48,636
+5% +$2.21M 0.1% 195
2023
Q1 		$43.1K Buy
970,710
+547
+0.1% +$23.8K 0.09% 203
2022
Q4 		$40.4M Buy
970,163
+11,832
+1% +$495K 0.1% 201
2022
Q3 		$37.2M Sell
958,331
-170,533
-15% -$7.33M 0.1% 198
2022
Q2 		$46M Buy
1,128,864
+35,027
+3% +$1.55M 0.12% 170
2022
Q1 		$53.6M Buy
1,093,837
+22,678
+2% +$1.1M 0.12% 162
2021
Q4 		$55.4M Buy
1,071,159
+92,995
+10% +$4.67M 0.12% 160
2021
Q3 		$46.1M Buy
978,164
+200,989
+26% +$9.73M 0.12% 178
2021
Q2 		$36.6M Buy
+777,175
New +$36.2M 0.09% 212

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

Commonwealth Equity Services's DFUS Position: Q1 2026 in Review

Commonwealth Equity Services increased its Dimensional US Equity ETF (DFUS) stake by 26% in Q1 2026, buying an estimated $25.5M and bringing the position to 1,652,947 shares worth $117M. The position accounts for 0.16% of the portfolio, ranked #117.

Commonwealth Equity Services first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Commonwealth Equity Services held 1,652,947 shares of Dimensional US Equity ETF worth $117M as of Q1 2026.
  • Commonwealth Equity Services bought 344,117 Dimensional US Equity ETF shares in Q1 2026, an estimated $25.5M.
  • Dimensional US Equity ETF made up 0.16% of Commonwealth Equity Services's portfolio in Q1 2026, its #117 holding.
  • Commonwealth Equity Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.