Everest Management Corp’s Dimensional US Equity ETF DFUS Stock Holding History

Everest Management Corp’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	$56.3M	Buy	686,579 +41,504	+6%	+$3.28M	20.99%	1
2026 Q1	$45.7M	Sell	645,075 -57,686	-8%	-$4.27M	23.17%	1
2025 Q4	$52.1M	Sell	702,761 -53,968	-7%	-$3.96M	29.07%	1
2025 Q3	$54.8M	Buy	756,729 +6,435	+0.9%	+$448K	34.95%	1
2025 Q2	$50.3M	Buy	750,294 +111,766	+18%	+$6.92M	36.13%	1
2025 Q1	$38.6M	Sell	638,528 -7,819	-1%	-$500K	35.21%	1
2024 Q4	$41.2M	Buy	+646,347	New	+$41.4M	36.29%	1

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

Everest Management Corp's DFUS Position: Q2 2026 in Review

Everest Management Corp increased its Dimensional US Equity ETF (DFUS) stake by 6.4% in Q2 2026, buying an estimated $3.28M and bringing the position to 686,579 shares worth $56.3M. The position accounts for 20.99% of the portfolio, ranked #1.

Everest Management Corp first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Everest Management Corp held 686,579 shares of Dimensional US Equity ETF worth $56.3M as of Q2 2026.
Everest Management Corp bought 41,504 Dimensional US Equity ETF shares in Q2 2026, an estimated $3.28M.
Dimensional US Equity ETF made up 20.99% of Everest Management Corp's portfolio in Q2 2026, its #1 holding.
Everest Management Corp first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.