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 Q3	$362K	Buy	4,364 +10	+0.2%	+$830	0.04%	308
2026 Q2	$357K	Buy	4,354 +11	+0.3%	+$870	0.04%	320
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Ellevest Inc's DFUS Position: Q3 2026 in Review

Ellevest Inc increased its Dimensional US Equity ETF (DFUS) stake by 0.23% in Q3 2026, buying an estimated $830 and bringing the position to 4,364 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #308.

Ellevest Inc first reported a position in DFUS in Q3 2021 and has held it in 20 quarters since. 637 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Ellevest Inc held 4,364 shares of Dimensional US Equity ETF worth $362K as of Q3 2026.
Ellevest Inc bought 10 Dimensional US Equity ETF shares in Q3 2026, an estimated $830.
Dimensional US Equity ETF made up 0.04% of Ellevest Inc's portfolio in Q3 2026, its #308 holding.
Ellevest Inc first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 20 quarters since.
637 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.