Evergreen Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Evergreen Capital 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	$492K	Hold	6,933	–	–	0.01%	798
2025 Q4	$514K	Hold	6,933	–	–	0.01%	729
2025 Q3	$502K	Hold	6,933	–	–	0.01%	658
2025 Q2	$465K	Hold	6,933	–	–	0.01%	584
2025 Q1	$419K	Hold	6,933	–	–	0.01%	576
2024 Q4	$442K	Buy	6,933 +1,634	+31%	+$105K	0.01%	552
2024 Q3	$330K	Hold	5,299	–	–	0.01%	667
2024 Q2	$312K	Hold	5,299	–	–	0.01%	649
2024 Q1	$302K	Hold	5,299	–	–	0.01%	627
2023 Q4	$275K	Hold	5,299	–	–	0.01%	632
2023 Q3	$247K	Hold	5,299	–	–	0.01%	630
2023 Q2	$255K	Hold	5,299	–	–	0.01%	622
2023 Q1	$235K	Hold	5,299	–	–	0.01%	605
2022 Q4	$220K	Hold	5,299	–	–	0.01%	578
2022 Q3	$206K	Sell	5,299 -6,399	-55%	-$275K	0.01%	553
2022 Q2	$477K	Buy	+11,698	New	+$518K	0.02%	340

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

Evergreen Capital Management's DFUS Position: Q1 2026 in Review

Evergreen Capital Management held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 6,933 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #798.

Evergreen Capital Management first reported a position in DFUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $514K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Evergreen Capital Management held 6,933 shares of Dimensional US Equity ETF worth $492K as of Q1 2026.
Evergreen Capital Management left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #798 holding.
Evergreen Capital Management first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 16 quarters since.
Evergreen Capital Management's Dimensional US Equity ETF position peaked at $514K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.