EP Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

EP Wealth Advisors’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	$2.51M	Buy	35,407 +3,311	+10%	+$245K	0.01%	431
2025 Q4	$2.38M	Buy	+32,096	New	+$2.36M	0.01%	404
2025 Q2	$2.24M	Sell	33,442 -24,987	-43%	-$1.55M	0.01%	391
2025 Q1	$3.53M	Sell	58,429 -6,910	-11%	-$442K	0.03%	269
2024 Q4	$4.17M	Buy	65,339 +37,362	+134%	+$2.4M	0.03%	241
2024 Q3	$1.74M	Sell	27,977 -80	-0.3%	-$4.79K	0.02%	384
2024 Q2	$1.65M	Sell	28,057 -175	-0.6%	-$9.95K	0.02%	311
2024 Q1	$1.61M	Sell	28,232 -10,147	-26%	-$549K	0.02%	299
2023 Q4	$1.99M	Buy	38,379 +4,570	+14%	+$221K	0.03%	256
2023 Q3	$1.57M	Sell	33,809 -1,789,004	-98%	-$86.5M	0.02%	265
2023 Q2	$1.61M	Hold	1,822,813	–	–	0.02%	273
2023 Q1	$45.4M	Buy	1,822,813 +1,803,659	+9,417%	+$78.3M	0.78%	30
2022 Q4	$797K	Sell	19,154 -4,015	-17%	-$168K	0.01%	320
2022 Q3	$899K	Sell	23,169 -1,098	-5%	-$47.2K	0.02%	244
2022 Q2	$989K	Sell	24,267 -419	-2%	-$18.6K	0.02%	263
2022 Q1	$1.21M	Buy	+24,686	New	+$1.19M	0.03%	249

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

EP Wealth Advisors's DFUS Position: Q1 2026 in Review

EP Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 10% in Q1 2026, buying an estimated $245K and bringing the position to 35,407 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #431.

EP Wealth Advisors first reported a position in DFUS in Q1 2022 and has held it in 16 quarters since. The position peaked at $45.4M in Q1 2023. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

EP Wealth Advisors held 35,407 shares of Dimensional US Equity ETF worth $2.51M as of Q1 2026.
EP Wealth Advisors bought 3,311 Dimensional US Equity ETF shares in Q1 2026, an estimated $245K.
Dimensional US Equity ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #431 holding.
EP Wealth Advisors first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 16 quarters since.
EP Wealth Advisors's Dimensional US Equity ETF position peaked at $45.4M in Q1 2023.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.