DPI
DFUS

Diversified Portfolios Inc’s Dimensional US Equity ETF DFUS Stock Holding History

Diversified Portfolios Inc’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 		$1.92M Buy
27,010
+16,545
+158% +$1.23M 0.16% 71
2025
Q4 		$776K Hold
10,465
– – 0.06% 104
2025
Q3 		$758K Sell
10,465
-718
-6% -$50K 0.07% 99
2025
Q2 		$749K Hold
11,183
– – 0.07% 97
2025
Q1 		$676K Sell
11,183
-1,154
-9% -$73.7K 0.07% 96
2024
Q4 		$786K Sell
12,337
-16
-0.1% -$1.03K 0.09% 88
2024
Q3 		$768K Hold
12,353
– – 0.09% 87
2024
Q2 		$727K Hold
12,353
– – 0.1% 87
2024
Q1 		$704K Hold
12,353
– – 0.1% 79
2023
Q4 		$640K Hold
12,353
– – 0.1% 80
2023
Q3 		$575K Hold
12,353
– – 0.11% 77
2023
Q2 		$595K Sell
12,353
-185
-1% -$8.41K 0.12% 78
2023
Q1 		$557K Sell
12,538
-399
-3% -$17.3K 0.12% 80
2022
Q4 		$538K Buy
12,937
+210
+2% +$8.78K 0.12% 84
2022
Q3 		$494K Buy
12,727
+37
+0.3% +$1.59K 0.13% 80
2022
Q2 		$517K Buy
12,690
+26
+0.2% +$1.15K 0.14% 71
2022
Q1 		$621K Sell
12,664
-303
-2% -$14.6K 0.15% 76
2021
Q4 		$670K Sell
12,967
-388
-3% -$19.5K 0.16% 71
2021
Q3 		$630K Sell
13,355
-672
-5% -$32.5K 0.17% 64
2021
Q2 		$661K Buy
+14,027
New +$654K 0.25% 51

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 $2.57B AUM 21.7% 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

Diversified Portfolios Inc's DFUS Position: Q1 2026 in Review

Diversified Portfolios Inc increased its Dimensional US Equity ETF (DFUS) stake by 158% in Q1 2026, buying an estimated $1.23M and bringing the position to 27,010 shares worth $1.92M. The position accounts for 0.16% of the portfolio, ranked #71.

Diversified Portfolios Inc first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Diversified Portfolios Inc held 27,010 shares of Dimensional US Equity ETF worth $1.92M as of Q1 2026.
  • Diversified Portfolios Inc bought 16,545 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.23M.
  • Dimensional US Equity ETF made up 0.16% of Diversified Portfolios Inc's portfolio in Q1 2026, its #71 holding.
  • Diversified Portfolios Inc first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.