EFP
DFUS

Envision Financial Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Envision Financial Planning’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 		$10.9M Buy
153,828
+1,339
+0.9% +$99.2K 3.95% 11
2025
Q4 		$11.3M Sell
152,489
-4,807
-3% -$353K 4.28% 11
2025
Q3 		$11.4M Buy
157,296
+1,656
+1% +$115K 4.83% 10
2025
Q2 		$10.4M Sell
155,640
-1,494
-1% -$92.5K 4.88% 10
2025
Q1 		$9.5M Sell
157,134
-7,680
-5% -$491K 4.84% 10
2024
Q4 		$10.5M Sell
164,814
-559
-0.3% -$35.8K 5.43% 9
2024
Q3 		$10.3M Sell
165,373
-510
-0.3% -$30.5K 5.42% 9
2024
Q2 		$9.76M Sell
165,883
-2,648
-2% -$151K 7.46% 6
2024
Q1 		$9.6M Sell
168,531
-945
-0.6% -$51.2K 7.75% 6
2023
Q4 		$8.78M Sell
169,476
-3,361
-2% -$163K 7.69% 5
2023
Q3 		$8.05M Buy
+172,837
New +$8.36M 7.97% 6

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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return