DT
DFUS

Diversified Trust’s Dimensional US Equity ETF DFUS Stock Holding History

Diversified Trust’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
Q3 		– Sell
-3,116
Closed -$209K – 1019
2025
Q2 		$209K Buy
+3,116
New +$193K ﹤0.01% 863
2024
Q2 		– Sell
-6,116
Closed -$348K – 892
2024
Q1 		$348K Hold
6,116
– – 0.01% 613
2023
Q4 		$317K Hold
6,116
– – 0.01% 642
2023
Q3 		$285K Hold
6,116
– – 0.01% 637
2023
Q2 		$295K Hold
6,116
– – 0.01% 632
2023
Q1 		$272K Hold
6,116
– – 0.01% 659
2022
Q4 		$254K Hold
6,116
– – 0.01% 648
2022
Q3 		$237K Hold
6,116
– – 0.01% 632
2022
Q2 		$249K Hold
6,116
– – 0.01% 617
2022
Q1 		$300K Hold
6,116
– – 0.01% 618
2021
Q4 		$316K Hold
6,116
– – 0.01% 614
2021
Q3 		$288K Buy
+6,116
New +$296K 0.01% 606

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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 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 $376B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return