Essential Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Essential 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	$415K	Sell	5,853 -9	-0.2%	-$667	0.13%	58
2025 Q4	$435K	Sell	5,862 -721	-11%	-$53K	0.14%	56
2025 Q3	$477K	Hold	6,583	–	–	0.16%	49
2025 Q2	$441K	Hold	6,583	–	–	0.16%	51
2025 Q1	$398K	Sell	6,583 -529,137	-99%	-$33.8M	0.16%	52
2024 Q4	$34.3M	Buy	535,720 +527,474	+6,397%	+$33.8M	0.22%	40
2024 Q3	$513K	Hold	8,246	–	–	0.21%	44
2024 Q2	$485K	Buy	8,246 +1,516	+23%	+$86.2K	0.21%	41
2024 Q1	$349K	Hold	6,730	–	–	0.17%	46
2023 Q4	$349K	Buy	+6,730	New	+$326K	0.18%	46

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

Essential Planning's DFUS Position: Q1 2026 in Review

Essential Planning reduced its Dimensional US Equity ETF (DFUS) stake by 0.15% in Q1 2026, selling an estimated $667 and leaving 5,853 shares worth $415K. The position accounts for 0.13% of the portfolio, ranked #58.

Essential Planning first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $34.3M in Q4 2024. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Essential Planning held 5,853 shares of Dimensional US Equity ETF worth $415K as of Q1 2026.
Essential Planning sold 9 Dimensional US Equity ETF shares in Q1 2026, an estimated $667.
Dimensional US Equity ETF made up 0.13% of Essential Planning's portfolio in Q1 2026, its #58 holding.
Essential Planning first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Essential Planning's Dimensional US Equity ETF position peaked at $34.3M in Q4 2024.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.