Equitable Holdings’s Dimensional US Equity ETF DFUS Stock Holding History

Equitable Holdings’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 Q2	$51.8M	Buy	632,306 +17,333	+3%	+$1.37M	0.31%	69
2026 Q1	$45.6M	Buy	614,973 +28,729	+5%	+$2.13M	0.29%	73
2025 Q4	$43.5M	Buy	586,244 +12,862	+2%	+$945K	0.3%	74
2025 Q3	$41.5M	Buy	573,382 +25,911	+5%	+$1.81M	0.31%	74
2025 Q2	$36.7M	Buy	547,471 +20,932	+4%	+$1.3M	0.3%	73
2025 Q1	$31.8M	Buy	526,539 +5,885	+1%	+$376K	0.3%	75
2024 Q4	$33.2M	Buy	520,654 +15,323	+3%	+$982K	0.32%	73
2024 Q3	$31.4M	Sell	505,331 -2,578	-0.5%	-$154K	0.3%	72
2024 Q2	$29.9M	Buy	507,909 +25,795	+5%	+$1.47M	0.31%	69
2024 Q1	$27.5M	Buy	482,114 +55,729	+13%	+$3.02M	0.31%	72
2023 Q4	$22.1M	Buy	426,385 +23,439	+6%	+$1.13M	0.27%	78
2023 Q3	$18.8M	Buy	402,946 +3,675	+0.9%	+$178K	0.27%	82
2023 Q2	$19.2M	Buy	399,271 +22,041	+6%	+$1M	0.28%	80
2023 Q1	$16.8M	Buy	377,230 +10,789	+3%	+$469K	0.27%	80
2022 Q4	$15.2M	Buy	366,441 +50,178	+16%	+$2.1M	0.27%	81
2022 Q3	$12.3M	Buy	316,263 +42,261	+15%	+$1.82M	0.24%	84
2022 Q2	$11.2M	Buy	274,002 +62,651	+30%	+$2.78M	0.21%	86
2022 Q1	$10.4M	Buy	211,351 +991	+0.5%	+$47.9K	0.17%	95
2021 Q4	$10.9M	Buy	210,360 +2,426	+1%	+$122K	0.17%	91
2021 Q3	$9.81M	Buy	207,934 +7,155	+4%	+$346K	0.17%	94
2021 Q2	$9.46M	Buy	+200,779	New	+$9.36M	0.16%	93

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Equitable Holdings's DFUS Position: Q2 2026 in Review

Equitable Holdings increased its Dimensional US Equity ETF (DFUS) stake by 2.8% in Q2 2026, buying an estimated $1.37M and bringing the position to 632,306 shares worth $51.8M. The position accounts for 0.31% of the portfolio, ranked #69.

Equitable Holdings first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Equitable Holdings held 632,306 shares of Dimensional US Equity ETF worth $51.8M as of Q2 2026.
Equitable Holdings bought 17,333 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.37M.
Dimensional US Equity ETF made up 0.31% of Equitable Holdings's portfolio in Q2 2026, its #69 holding.
Equitable Holdings first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.