Eldridge Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Eldridge Investment 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
2026 Q1	$1.1M	Buy	15,471 +7	+0%	+$519	0.24%	64
2025 Q4	$1.15M	Hold	15,464	–	–	0.25%	67
2025 Q3	$1.12M	Sell	15,464 -1,451	-9%	-$101K	0.26%	69
2025 Q2	$1.13M	Hold	16,915	–	–	0.24%	69
2025 Q1	$1.02M	Hold	16,915	–	–	0.24%	77
2024 Q4	$1.08M	Sell	16,915 -4,600	-21%	-$295K	0.25%	76
2024 Q3	$1.34M	Hold	21,515	–	–	0.31%	63
2024 Q2	$1.27M	Hold	21,515	–	–	0.32%	67
2024 Q1	$1.23M	Hold	21,515	–	–	0.31%	68
2023 Q4	$1.11M	Hold	21,515	–	–	0.29%	73
2023 Q3	$1M	Hold	21,515	–	–	0.33%	61
2023 Q2	$1.04M	Buy	21,515 +300	+1%	+$13.6K	0.34%	59
2023 Q1	$943K	Hold	21,215	–	–	0.33%	60
2022 Q4	$883K	Sell	21,215 -153	-0.7%	-$6.4K	0.31%	59
2022 Q3	$830K	Hold	21,368	–	–	0.32%	52
2022 Q2	$871K	Hold	21,368	–	–	0.33%	52
2022 Q1	$1.05M	Sell	21,368 -758	-3%	-$36.6K	0.35%	49
2021 Q4	$1.14M	Buy	22,126 +200	+0.9%	+$10.1K	0.38%	45
2021 Q3	$1.03M	Buy	21,926 +1	+0%	+$48	0.37%	43
2021 Q2	$1.03M	Buy	+21,925	New	+$1.02M	0.37%	44

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Eldridge Investment Advisors's DFUS Position: Q1 2026 in Review

Eldridge Investment Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.05% in Q1 2026, buying an estimated $519 and bringing the position to 15,471 shares worth $1.1M. The position accounts for 0.24% of the portfolio, ranked #64.

Eldridge Investment Advisors first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.34M in Q3 2024. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Eldridge Investment Advisors held 15,471 shares of Dimensional US Equity ETF worth $1.1M as of Q1 2026.
Eldridge Investment Advisors bought 7 Dimensional US Equity ETF shares in Q1 2026, an estimated $519.
Dimensional US Equity ETF made up 0.24% of Eldridge Investment Advisors's portfolio in Q1 2026, its #64 holding.
Eldridge Investment Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Eldridge Investment Advisors's Dimensional US Equity ETF position peaked at $1.34M in Q3 2024.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.