Empower Advisory Group’s Dimensional US Equity ETF DFUS Stock Holding History

Empower Advisory Group’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	$422K	Sell	5,957 -811	-12%	-$60.1K	﹤0.01%	351
2025 Q4	$502K	Buy	6,768 +1,019	+18%	+$74.9K	﹤0.01%	338
2025 Q3	$416K	Sell	5,749 -6,461	-53%	-$450K	﹤0.01%	366
2025 Q2	$818K	Hold	12,210	–	–	﹤0.01%	262
2025 Q1	$738K	Hold	12,210	–	–	﹤0.01%	268
2024 Q4	$778K	Hold	12,210	–	–	﹤0.01%	269
2024 Q3	$759K	Hold	12,210	–	–	﹤0.01%	258
2024 Q2	$719K	Sell	12,210 -2,084	-15%	-$118K	﹤0.01%	257
2024 Q1	$814K	Sell	14,294 -4,874	-25%	-$264K	﹤0.01%	244
2023 Q4	$993K	Sell	19,168 -6,269	-25%	-$303K	﹤0.01%	236
2023 Q3	$1.18M	Hold	25,437	–	–	0.01%	222
2023 Q2	$1.23M	Hold	25,437	–	–	0.01%	229
2023 Q1	$1.13M	Buy	+25,437	New	+$1.1M	0.01%	234

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 $2.16B AUM 18.08% 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

Empower Advisory Group's DFUS Position: Q1 2026 in Review

Empower Advisory Group reduced its Dimensional US Equity ETF (DFUS) stake by 12% in Q1 2026, selling an estimated $60.1K and leaving 5,957 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Empower Advisory Group first reported a position in DFUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.23M in Q2 2023. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Empower Advisory Group held 5,957 shares of Dimensional US Equity ETF worth $422K as of Q1 2026.
Empower Advisory Group sold 811 Dimensional US Equity ETF shares in Q1 2026, an estimated $60.1K.
Dimensional US Equity ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #351 holding.
Empower Advisory Group first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's Dimensional US Equity ETF position peaked at $1.23M in Q2 2023.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.