CIA
DFUS

Compass Ion Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Compass Ion Advisors’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 		$681K Buy
9,610
+10
+0.1% +$741 0.06% 147
2025
Q4 		$712K Sell
9,600
-4,483
-32% -$329K 0.07% 142
2025
Q3 		$1.02M Buy
14,083
+1,345
+11% +$93.7K 0.1% 111
2025
Q2 		$854K Buy
12,738
+35
+0.3% +$2.17K 0.09% 117
2025
Q1 		$768K Buy
+12,703
New +$812K 0.09% 124

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

Compass Ion Advisors's DFUS Position: Q1 2026 in Review

Compass Ion Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.1% in Q1 2026, buying an estimated $741 and bringing the position to 9,610 shares worth $681K. The position accounts for 0.06% of the portfolio, ranked #147.

Compass Ion Advisors first reported a position in DFUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Compass Ion Advisors held 9,610 shares of Dimensional US Equity ETF worth $681K as of Q1 2026.
  • Compass Ion Advisors bought 10 Dimensional US Equity ETF shares in Q1 2026, an estimated $741.
  • Dimensional US Equity ETF made up 0.06% of Compass Ion Advisors's portfolio in Q1 2026, its #147 holding.
  • Compass Ion Advisors first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Compass Ion Advisors's Dimensional US Equity ETF position peaked at $1.02M in Q3 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.