EI
DFUS

Ellevest Inc’s Dimensional US Equity ETF DFUS Stock Holding History

Ellevest Inc’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 		$308K Buy
4,343
+10
+0.2% +$741 0.04% 320
2025
Q4 		$321K Buy
4,333
+10
+0.2% +$735 0.04% 308
2025
Q3 		$313K Buy
4,323
+10
+0.2% +$697 0.04% 316
2025
Q2 		$289K Buy
4,313
+12
+0.3% +$743 0.05% 308
2025
Q1 		$260K Buy
4,301
+10
+0.2% +$639 0.02% 323
2024
Q4 		$274K Buy
4,291
+15
+0.4% +$962 0.02% 328
2024
Q3 		$266K Buy
4,276
+11
+0.3% +$659 0.01% 349
2024
Q2 		$251K Buy
4,265
+11
+0.3% +$625 0.02% 346
2024
Q1 		$242K Buy
4,254
+10
+0.2% +$541 0.02% 346
2023
Q4 		$220K Buy
+4,244
New +$205K 0.02% 348
2023
Q3 		– Sell
-4,211
Closed -$203K – 359
2023
Q2 		$203K Buy
4,211
+14
+0.3% +$637 0.02% 337
2023
Q1 		$186K Buy
4,197
+13
+0.3% +$565 0.01% 331
2022
Q4 		$174K Buy
4,184
+19
+0.5% +$794 0.01% 324
2022
Q3 		$162K Buy
4,165
+16
+0.4% +$688 0.02% 317
2022
Q2 		$169K Buy
4,149
+16
+0.4% +$709 0.02% 314
2022
Q1 		$203K Buy
4,133
+9
+0.2% +$435 0.02% 313
2021
Q4 		$213K Buy
4,124
+16
+0.4% +$804 0.02% 282
2021
Q3 		$194K Buy
+4,108
New +$199K 0.02% 282

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
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
PL
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ellevest Inc's DFUS Position: Q1 2026 in Review

Ellevest Inc increased its Dimensional US Equity ETF (DFUS) stake by 0.23% in Q1 2026, buying an estimated $741 and bringing the position to 4,343 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #320.

Ellevest Inc first reported a position in DFUS in Q3 2021 and has held it in 18 quarters since. The position peaked at $321K in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Ellevest Inc held 4,343 shares of Dimensional US Equity ETF worth $308K as of Q1 2026.
  • Ellevest Inc bought 10 Dimensional US Equity ETF shares in Q1 2026, an estimated $741.
  • Dimensional US Equity ETF made up 0.04% of Ellevest Inc's portfolio in Q1 2026, its #320 holding.
  • Ellevest Inc first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 18 quarters since.
  • Ellevest Inc's Dimensional US Equity ETF position peaked at $321K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.