DADC
DFUS

D.A. Davidson & Co’s Dimensional US Equity ETF DFUS Stock Holding History

D.A. Davidson & Co’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 		$1.6M Sell
22,559
-1,010
-4% -$74.8K 0.01% 769
2025
Q4 		$1.75M Buy
23,569
+333
+1% +$24.5K 0.01% 709
2025
Q3 		$1.68M Buy
23,236
+120
+0.5% +$8.36K 0.01% 702
2025
Q2 		$1.55M Sell
23,116
-108
-0.5% -$6.69K 0.01% 685
2025
Q1 		$1.4M Buy
23,224
+4,207
+22% +$269K 0.01% 677
2024
Q4 		$1.21M Hold
19,017
– – 0.01% 709
2024
Q3 		$1.18M Buy
19,017
+2,269
+14% +$136K 0.01% 710
2024
Q2 		$986K Buy
16,748
+340
+2% +$19.3K 0.01% 741
2024
Q1 		$935K Hold
16,408
– – 0.01% 760
2023
Q4 		$850K Hold
16,408
– – 0.01% 765
2023
Q3 		$764K Buy
16,408
+2,429
+17% +$117K 0.01% 765
2023
Q2 		$673K Sell
13,979
-1,372
-9% -$62.4K 0.01% 828
2023
Q1 		$682K Buy
15,351
+18
+0.1% +$782 0.01% 801
2022
Q4 		$638K Sell
15,333
-111
-0.7% -$4.64K 0.01% 782
2022
Q3 		$600K Buy
15,444
+628
+4% +$27K 0.01% 754
2022
Q2 		$604K Sell
14,816
-1,239
-8% -$54.9K 0.01% 760
2022
Q1 		$787K Sell
16,055
-1,912
-11% -$92.4K 0.01% 717
2021
Q4 		$929K Buy
17,967
+997
+6% +$50.1K 0.01% 677
2021
Q3 		$800K Sell
16,970
-120
-0.7% -$5.81K 0.01% 696
2021
Q2 		$805K Buy
+17,090
New +$797K 0.01% 691

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

D.A. Davidson & Co's DFUS Position: Q1 2026 in Review

D.A. Davidson & Co reduced its Dimensional US Equity ETF (DFUS) stake by 4.3% in Q1 2026, selling an estimated $74.8K and leaving 22,559 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #769.

D.A. Davidson & Co first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.75M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • D.A. Davidson & Co held 22,559 shares of Dimensional US Equity ETF worth $1.6M as of Q1 2026.
  • D.A. Davidson & Co sold 1,010 Dimensional US Equity ETF shares in Q1 2026, an estimated $74.8K.
  • Dimensional US Equity ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #769 holding.
  • D.A. Davidson & Co first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • D.A. Davidson & Co's Dimensional US Equity ETF position peaked at $1.75M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.