Evanson Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Evanson Asset Management’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	$66.6M	Sell	939,846 -10,636	-1%	-$788K	3.58%	9
2025 Q4	$70.5M	Buy	950,482 +32,562	+4%	+$2.39M	3.8%	7
2025 Q3	$66.5M	Sell	917,920 -28,864	-3%	-$2.01M	3.75%	7
2025 Q2	$63.5M	Sell	946,784 -23,028	-2%	-$1.43M	3.94%	7
2025 Q1	$58.7M	Sell	969,812 -1,765	-0.2%	-$113K	4.16%	6
2024 Q4	$61.9M	Buy	971,577 +9,884	+1%	+$634K	4.24%	6
2024 Q3	$59.8M	Buy	961,693 +7,164	+0.8%	+$429K	4.22%	7
2024 Q2	$56.2M	Sell	954,529 -3,311	-0.3%	-$188K	4.13%	8
2024 Q1	$54.6M	Sell	957,840 -8,830	-0.9%	-$478K	4.06%	8
2023 Q4	$50.1M	Buy	966,670 +3,765	+0.4%	+$182K	4.07%	7
2023 Q3	$44.8M	Buy	962,905 +11,147	+1%	+$539K	4.13%	6
2023 Q2	$45.8M	Sell	951,758 -8,725	-0.9%	-$397K	4.18%	6
2023 Q1	$42.7M	Buy	960,483 +11,008	+1%	+$478K	4.22%	8
2022 Q4	$39.5M	Buy	949,475 +6,802	+0.7%	+$284K	4.25%	8
2022 Q3	$36.6M	Sell	942,673 -3,346	-0.4%	-$144K	4.3%	7
2022 Q2	$38.5M	Sell	946,019 -4,602	-0.5%	-$204K	4.24%	7
2022 Q1	$46.6M	Sell	950,621 -22,422	-2%	-$1.08M	4.53%	6
2021 Q4	$50.3M	Buy	973,043 +18,371	+2%	+$923K	4.48%	7
2021 Q3	$44.9M	Buy	954,672 +1,038	+0.1%	+$50.2K	4.61%	6
2021 Q2	$44.9M	Buy	+953,634	New	+$44.5M	4.68%	6

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

Evanson Asset Management's DFUS Position: Q1 2026 in Review

Evanson Asset Management reduced its Dimensional US Equity ETF (DFUS) stake by 1.1% in Q1 2026, selling an estimated $788K and leaving 939,846 shares worth $66.6M. The position accounts for 3.58% of the portfolio, ranked #9.

Evanson Asset Management first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $70.5M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Evanson Asset Management held 939,846 shares of Dimensional US Equity ETF worth $66.6M as of Q1 2026.
Evanson Asset Management sold 10,636 Dimensional US Equity ETF shares in Q1 2026, an estimated $788K.
Dimensional US Equity ETF made up 3.58% of Evanson Asset Management's portfolio in Q1 2026, its #9 holding.
Evanson Asset Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Evanson Asset Management's Dimensional US Equity ETF position peaked at $70.5M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.