Financial Connections Group’s Dimensional US Equity ETF DFUS Stock Holding History

Financial Connections Group’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	$5.1M	Buy	71,943 +1,288	+2%	+$95.4K	1.77%	21
2025 Q4	$5.24M	Sell	70,655 -42,370	-37%	-$3.11M	1.8%	19
2025 Q3	$8.19M	Buy	113,025 +738	+0.7%	+$51.4K	3.19%	11
2025 Q2	$7.53M	Buy	112,287 +108,657	+2,993%	+$6.73M	3.1%	11
2025 Q1	$219K	Buy	3,630 +815	+29%	+$52.1K	0.1%	54
2024 Q4	$179K	Sell	2,815 -24	-0.8%	-$1.54K	0.09%	55
2024 Q3	$176K	Hold	2,839	–	–	0.09%	53
2024 Q2	$167K	Hold	2,839	–	–	0.09%	55
2024 Q1	$162K	Hold	2,839	–	–	0.18%	31
2023 Q4	$147K	Sell	2,839 -98	-3%	-$4.74K	0.1%	62
2023 Q3	$136K	Hold	2,937	–	–	0.17%	42
2023 Q2	$141K	Hold	2,937	–	–	0.09%	67
2023 Q1	$130K	Hold	2,937	–	–	0.09%	59
2022 Q4	$122K	Sell	2,937 -106	-3%	-$4.43K	0.1%	60
2022 Q3	$118K	Hold	3,043	–	–	0.1%	53
2022 Q2	$124K	Hold	3,043	–	–	0.11%	64
2022 Q1	$149K	Hold	3,043	–	–	0.15%	59
2021 Q4	$157K	Buy	+3,043	New	+$153K	0.15%	58

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

Financial Connections Group's DFUS Position: Q1 2026 in Review

Financial Connections Group increased its Dimensional US Equity ETF (DFUS) stake by 1.8% in Q1 2026, buying an estimated $95.4K and bringing the position to 71,943 shares worth $5.1M. The position accounts for 1.77% of the portfolio, ranked #21.

Financial Connections Group first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.19M in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Financial Connections Group held 71,943 shares of Dimensional US Equity ETF worth $5.1M as of Q1 2026.
Financial Connections Group bought 1,288 Dimensional US Equity ETF shares in Q1 2026, an estimated $95.4K.
Dimensional US Equity ETF made up 1.77% of Financial Connections Group's portfolio in Q1 2026, its #21 holding.
Financial Connections Group first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's Dimensional US Equity ETF position peaked at $8.19M in Q3 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.