DSC
DFUS

Duncker Streett & Co’s Dimensional US Equity ETF DFUS Stock Holding History

Duncker Streett & 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
2025
Q1 		– Sell
-1,170
Closed -$74.6K – 512
2024
Q4 		$74.6K Hold
1,170
– – 0.01% 292
2024
Q3 		$72.8K Hold
1,170
– – 0.01% 298
2024
Q2 		$68.8K Hold
1,170
– – 0.01% 295
2024
Q1 		$66.7K Hold
1,170
– – 0.01% 297
2023
Q4 		$60.6K Hold
1,170
– – 0.01% 297
2023
Q3 		$54.5K Hold
1,170
– – 0.01% 298
2023
Q2 		$56.3K Hold
1,170
– – 0.01% 295
2023
Q1 		$52K Hold
1,170
– – 0.01% 296
2022
Q4 		$48.7K Hold
1,170
– – 0.01% 303
2022
Q3 		$45K Buy
1,170
+5
+0.4% +$215 0.01% 306
2022
Q2 		$47K Buy
1,165
+4
+0.3% +$177 0.01% 311
2022
Q1 		$57K Buy
1,161
+3
+0.3% +$145 0.01% 309
2021
Q4 		$60K Buy
1,158
+4
+0.3% +$201 0.01% 323
2021
Q3 		$54K Buy
1,154
+3
+0.3% +$145 0.01% 329
2021
Q2 		$54K Buy
+1,151
New +$53.7K 0.01% 331

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Duncker Streett & Co's DFUS Position: Q1 2025 in Review

Duncker Streett & Co sold out of Dimensional US Equity ETF (DFUS) in Q1 2025, closing a stake of 1,170 shares — an estimated $74.6K sold.

Duncker Streett & Co first reported a position in DFUS in Q2 2021 and held it in 15 quarters. The position peaked at $74.6K in Q4 2024. 703 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • Duncker Streett & Co reported no remaining Dimensional US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Duncker Streett & Co sold 1,170 Dimensional US Equity ETF shares in Q1 2025, an estimated $74.6K.
  • Duncker Streett & Co first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 15 quarters.
  • Duncker Streett & Co's Dimensional US Equity ETF position peaked at $74.6K in Q4 2024.
  • 703 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Duncker Streett & Co's 13F filing for Q1 2025, filed 22 Apr 2025.