Envestnet Asset Management
DFUS

Envestnet Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Envestnet Asset Management’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 		$98.9M Buy
1,395,299
+82,396
+6% +$6.11M 0.03% 537
2025
Q4 		$97.4M Sell
1,312,903
-41,492
-3% -$3.05M 0.03% 513
2025
Q3 		$98.1M Sell
1,354,395
-2,621,712
-66% -$183M 0.03% 516
2025
Q2 		$266M Buy
3,976,107
+137,471
+4% +$8.51M 0.08% 237
2025
Q1 		$232M Sell
3,838,636
-202,882
-5% -$13M 0.07% 256
2024
Q4 		$258M Sell
4,041,518
-77,998
-2% -$5M 0.08% 217
2024
Q3 		$256M Sell
4,119,516
-26,707
-0.6% -$1.6M 0.08% 224
2024
Q2 		$244M Sell
4,146,223
-58,319
-1% -$3.32M 0.09% 224
2024
Q1 		$240M Sell
4,204,542
-29,514
-0.7% -$1.6M 0.09% 218
2023
Q4 		$219M Sell
4,234,056
-78,669
-2% -$3.81M 0.09% 210
2023
Q3 		$201M Sell
4,312,725
-81,094
-2% -$3.92M 0.09% 206
2023
Q2 		$212M Sell
4,393,819
-22,303
-0.5% -$1.01M 0.09% 185
2023
Q1 		$196M Sell
4,416,122
-44,223
-1% -$1.92M 0.09% 193
2022
Q4 		$186M Buy
4,460,345
+171,154
+4% +$7.16M 0.1% 190
2022
Q3 		$167M Sell
4,289,191
-332,689
-7% -$14.3M 0.1% 190
2022
Q2 		$188M Sell
4,621,880
-803,620
-15% -$35.6M 0.11% 182
2022
Q1 		$266M Buy
5,425,500
+767,712
+16% +$37.1M 0.13% 132
2021
Q4 		$241M Sell
4,657,788
-17,602
-0.4% -$885K 0.12% 152
2021
Q3 		$220M Sell
4,675,390
-114,059
-2% -$5.52M 0.12% 146
2021
Q2 		$226M Buy
+4,789,449
New +$223M 0.13% 138

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 $2.16B AUM 18.08% 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

Envestnet Asset Management's DFUS Position: Q1 2026 in Review

Envestnet Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 6.3% in Q1 2026, buying an estimated $6.11M and bringing the position to 1,395,299 shares worth $98.9M. The position accounts for 0.03% of the portfolio, ranked #537.

Envestnet Asset Management first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $266M in Q2 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Envestnet Asset Management held 1,395,299 shares of Dimensional US Equity ETF worth $98.9M as of Q1 2026.
  • Envestnet Asset Management bought 82,396 Dimensional US Equity ETF shares in Q1 2026, an estimated $6.11M.
  • Dimensional US Equity ETF made up 0.03% of Envestnet Asset Management's portfolio in Q1 2026, its #537 holding.
  • Envestnet Asset Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Envestnet Asset Management's Dimensional US Equity ETF position peaked at $266M in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.