Eagle Bay Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Eagle Bay Advisors’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	-6,913	Closed	-$441K	–	333
2024 Q4	$441K	Hold	6,913	–	–	0.28%	62
2024 Q3	$430K	Hold	6,913	–	–	0.16%	98
2024 Q2	$407K	Sell	6,913 -231	-3%	-$13.1K	0.25%	64
2024 Q1	$407K	Hold	7,144	–	–	0.26%	69
2023 Q4	$370K	Hold	7,144	–	–	0.23%	76
2023 Q3	$333K	Hold	7,144	–	–	0.15%	95
2023 Q2	$344K	Hold	7,144	–	–	0.2%	76
2023 Q1	$317K	Hold	7,144	–	–	0.17%	86
2022 Q4	$297K	Hold	7,144	–	–	0.17%	94
2022 Q3	$277K	Sell	7,144 -250	-3%	-$10.8K	0.17%	93
2022 Q2	$301K	Hold	7,394	–	–	0.18%	91
2022 Q1	$362K	Hold	7,394	–	–	0.3%	62
2021 Q4	$382K	Sell	7,394 -3,414	-32%	-$172K	0.24%	66
2021 Q3	$510K	Buy	+10,808	New	+$523K	0.29%	53

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Eagle Bay Advisors's DFUS Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Dimensional US Equity ETF (DFUS) in Q1 2025, closing a stake of 6,913 shares — an estimated $441K sold.

Eagle Bay Advisors first reported a position in DFUS in Q3 2021 and held it in 14 quarters. The position peaked at $510K in Q3 2021. 703 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

Eagle Bay Advisors reported no remaining Dimensional US Equity ETF position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 6,913 Dimensional US Equity ETF shares in Q1 2025, an estimated $441K.
Eagle Bay Advisors first reported a position in Dimensional US Equity ETF in Q3 2021 and held it in 14 quarters.
Eagle Bay Advisors's Dimensional US Equity ETF position peaked at $510K in Q3 2021.
703 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.