EA
DFUS

Efficient Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Efficient 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
-6,578
Closed -$419K – 63
2024
Q4 		$419K Sell
6,578
-285
-4% -$18.3K 0.03% 55
2024
Q3 		$427K Sell
6,863
-319
-4% -$19.1K 0.03% 57
2024
Q2 		$423K Sell
7,182
-211
-3% -$12K 0.03% 56
2024
Q1 		$421K Sell
7,393
-435
-6% -$23.6K 0.03% 58
2023
Q4 		$406K Sell
7,828
-3,280
-30% -$159K 0.03% 59
2023
Q3 		$517K Sell
11,108
-351
-3% -$17K 0.04% 56
2023
Q2 		$552K Buy
11,459
+4,017
+54% +$183K 0.04% 58
2023
Q1 		$331K Buy
7,442
+448
+6% +$19.5K 0.02% 61
2022
Q4 		$291K Sell
6,994
-4,299
-38% -$180K 0.03% 57
2022
Q3 		$438K Buy
11,293
+216
+2% +$9.29K 0.04% 51
2022
Q2 		$451K Buy
11,077
+2,727
+33% +$121K 0.04% 49
2022
Q1 		$409K Buy
8,350
+48
+0.6% +$2.32K 0.03% 50
2021
Q4 		$429K Buy
8,302
+976
+13% +$49.1K 0.03% 52
2021
Q3 		$346K Buy
7,326
+11
+0.2% +$532 0.03% 54
2021
Q2 		$345K Buy
+7,315
New +$341K 0.04% 58

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

Efficient Advisors's DFUS Position: Q1 2025 in Review

Efficient Advisors sold out of Dimensional US Equity ETF (DFUS) in Q1 2025, closing a stake of 6,578 shares — an estimated $419K sold.

Efficient Advisors first reported a position in DFUS in Q2 2021 and held it in 15 quarters. The position peaked at $552K in Q2 2023. 703 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • Efficient Advisors reported no remaining Dimensional US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Efficient Advisors sold 6,578 Dimensional US Equity ETF shares in Q1 2025, an estimated $419K.
  • Efficient Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 15 quarters.
  • Efficient Advisors's Dimensional US Equity ETF position peaked at $552K in Q2 2023.
  • 703 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Efficient Advisors's 13F filing for Q1 2025, filed 6 May 2025.