FPI
DFUS

Financial Plan Inc’s Dimensional US Equity ETF DFUS Stock Holding History

Financial Plan Inc’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 		$1.09M Hold
15,393
– – 0.12% 45
2025
Q4 		$1.14M Buy
+15,393
New +$1.13M 0.13% 43

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 $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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 $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Financial Plan Inc's DFUS Position: Q1 2026 in Review

Financial Plan Inc held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 15,393 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #45.

Financial Plan Inc first reported a position in DFUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.14M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Financial Plan Inc held 15,393 shares of Dimensional US Equity ETF worth $1.09M as of Q1 2026.
  • Financial Plan Inc left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.12% of Financial Plan Inc's portfolio in Q1 2026, its #45 holding.
  • Financial Plan Inc first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Dimensional US Equity ETF position peaked at $1.14M in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.