Financial Council’s Dimensional US Equity ETF DFUS Stock Holding History

Financial Council’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	$3.43M	Hold	48,387	–	–	1.32%	17
2025 Q4	$3.59M	Hold	48,387	–	–	1.43%	17
2025 Q3	$3.51M	Hold	48,387	–	–	1.56%	16
2025 Q2	$3.24M	Hold	48,387	–	–	1.56%	15
2025 Q1	$2.93M	Hold	48,387	–	–	1.58%	15
2024 Q4	$3.08M	Hold	48,387	–	–	1.59%	15
2024 Q3	$3.01M	Hold	48,387	–	–	1.57%	15
2024 Q2	$2.85M	Hold	48,387	–	–	1.59%	15
2024 Q1	$2.76M	Sell	48,387 -7,035	-13%	-$381K	1.63%	16
2023 Q4	$2.87M	Hold	55,422	–	–	1.93%	15
2023 Q3	$2.58M	Hold	55,422	–	–	2.05%	15
2023 Q2	$2.67M	Hold	55,422	–	–	2.04%	15
2023 Q1	$2.46M	Sell	55,422 -1,142	-2%	-$49.6K	2.01%	14
2022 Q4	$2.35M	Hold	56,564	–	–	1.47%	18
2022 Q3	$2.2M	Hold	56,564	–	–	2.54%	12
2022 Q2	$2.31M	Hold	56,564	–	–	2.88%	11
2022 Q1	$2.77M	Hold	56,564	–	–	3.36%	10
2021 Q4	$2.92M	Hold	56,564	–	–	3.49%	10
2021 Q3	$2.67M	Buy	+56,564	New	+$2.74M	3.77%	9

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 $2.57B AUM 21.7% 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 Council's DFUS Position: Q1 2026 in Review

Financial Council held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 48,387 shares worth $3.43M. The position accounts for 1.32% of the portfolio, ranked #17.

Financial Council first reported a position in DFUS in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.59M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Financial Council held 48,387 shares of Dimensional US Equity ETF worth $3.43M as of Q1 2026.
Financial Council left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 1.32% of Financial Council's portfolio in Q1 2026, its #17 holding.
Financial Council first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 19 quarters since.
Financial Council's Dimensional US Equity ETF position peaked at $3.59M in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.