CPRC
DFUS

Consolidated Portfolio Review Corp’s Dimensional US Equity ETF DFUS Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-16,381
Closed -$1.19M – 124
2025
Q3 		$1.19M Buy
16,381
+436
+3% +$30.4K 0.15% 150
2025
Q2 		$1.07M Buy
15,945
+6,070
+61% +$376K 0.15% 152
2025
Q1 		$597K Buy
9,875
+4,046
+69% +$259K 0.1% 204
2024
Q4 		$372K Buy
+5,829
New +$374K 0.06% 265

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
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 $2.22B AUM 20.66% 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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Consolidated Portfolio Review Corp's DFUS Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Dimensional US Equity ETF (DFUS) in Q4 2025, closing a stake of 16,381 shares — an estimated $1.19M sold.

Consolidated Portfolio Review Corp first reported a position in DFUS in Q4 2024 and held it in 4 quarters. The position peaked at $1.19M in Q3 2025. 842 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Dimensional US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 16,381 Dimensional US Equity ETF shares in Q4 2025, an estimated $1.19M.
  • Consolidated Portfolio Review Corp first reported a position in Dimensional US Equity ETF in Q4 2024 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's Dimensional US Equity ETF position peaked at $1.19M in Q3 2025.
  • 842 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.