EW
DFUS

Evoke Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Evoke Wealth’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 		$874K Hold
12,322
– – 0.02% 298
2025
Q4 		$914K Hold
12,322
– – 0.02% 283
2025
Q3 		$893K Hold
12,322
– – 0.02% 269
2025
Q2 		$826K Buy
12,322
+951
+8% +$58.9K 0.02% 257
2025
Q1 		$688K Hold
11,371
– – 0.02% 232
2024
Q4 		$725K Hold
11,371
– – 0.02% 213
2024
Q3 		$707K Hold
11,371
– – 0.02% 215
2024
Q2 		$669K Hold
11,371
– – 0.79% 25
2024
Q1 		$648K Hold
11,371
– – 0.02% 215
2023
Q4 		$589K Buy
+11,371
New +$550K 0.96% 20

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
VT
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
PL
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Evoke Wealth's DFUS Position: Q1 2026 in Review

Evoke Wealth held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 12,322 shares worth $874K. The position accounts for 0.02% of the portfolio, ranked #298.

Evoke Wealth first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $914K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Evoke Wealth held 12,322 shares of Dimensional US Equity ETF worth $874K as of Q1 2026.
  • Evoke Wealth left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #298 holding.
  • Evoke Wealth first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • Evoke Wealth's Dimensional US Equity ETF position peaked at $914K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.