Envestnet Portfolio Solutions
DFUS icon

Envestnet Portfolio Solutions’s Dimensional US Equity ETF DFUS Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-3,306
Closed -$211K – 1599
2024
Q4 		$211K Sell
3,306
-250
-7% -$16K ﹤0.01% 1669
2024
Q3 		$221K Buy
+3,556
New +$213K ﹤0.01% 1596

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Envestnet Portfolio Solutions's DFUS Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Dimensional US Equity ETF (DFUS) in Q1 2025, closing a stake of 3,306 shares — an estimated $211K sold.

Envestnet Portfolio Solutions first reported a position in DFUS in Q3 2024 and held it in 2 quarters. The position peaked at $221K in Q3 2024. 704 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Dimensional US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,306 Dimensional US Equity ETF shares in Q1 2025, an estimated $211K.
  • Envestnet Portfolio Solutions first reported a position in Dimensional US Equity ETF in Q3 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Dimensional US Equity ETF position peaked at $221K in Q3 2024.
  • 704 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.