FH
DFUS

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

Financial Harvest’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 		$992K Hold
13,993
– – 0.58% 22
2025
Q4 		$1.04M Buy
13,993
+8
+0.1% +$588 0.64% 21
2025
Q3 		$1.01M Buy
13,985
+4
+0% +$279 0.68% 21
2025
Q2 		$937K Buy
+13,981
New +$866K 0.7% 22
2025
Q1 		– Sell
-13,981
Closed -$891K – 70
2024
Q4 		$891K Buy
+13,981
New +$896K 0.75% 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

Financial Harvest's DFUS Position: Q1 2026 in Review

Financial Harvest held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 13,993 shares worth $992K. The position accounts for 0.58% of the portfolio, ranked #22.

Financial Harvest first reported a position in DFUS in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.04M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Financial Harvest held 13,993 shares of Dimensional US Equity ETF worth $992K as of Q1 2026.
  • Financial Harvest left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.58% of Financial Harvest's portfolio in Q1 2026, its #22 holding.
  • Financial Harvest first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • Financial Harvest's Dimensional US Equity ETF position peaked at $1.04M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.