First National Trust’s Dimensional US Equity ETF DFUS Stock Holding History

First National Trust’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	$355K	Hold	5,000	–	–	0.01%	331
2025 Q4	$371K	Hold	5,000	–	–	0.01%	322
2025 Q3	$362K	Hold	5,000	–	–	0.01%	321
2025 Q2	$335K	Hold	5,000	–	–	0.01%	322
2025 Q1	$302K	Hold	5,000	–	–	0.01%	324
2024 Q4	$319K	Hold	5,000	–	–	0.01%	337
2024 Q3	$311K	Hold	5,000	–	–	0.01%	336
2024 Q2	$294K	Sell	5,000 -1,500	-23%	-$85.3K	0.01%	334
2024 Q1	$370K	Hold	6,500	–	–	0.02%	309
2023 Q4	$337K	Hold	6,500	–	–	0.01%	309
2023 Q3	$303K	Sell	6,500 -1,250	-16%	-$60.5K	0.01%	320
2023 Q2	$373K	Sell	7,750 -339	-4%	-$15.4K	0.02%	296
2023 Q1	$359K	Sell	8,089 -1,165	-13%	-$50.6K	0.02%	299
2022 Q4	$385K	Hold	9,254	–	–	0.02%	288
2022 Q3	$359K	Hold	9,254	–	–	0.02%	280
2022 Q2	$377K	Hold	9,254	–	–	0.02%	282
2022 Q1	$454K	Hold	9,254	–	–	0.02%	274
2021 Q4	$478K	Hold	9,254	–	–	0.03%	274
2021 Q3	$436K	Hold	9,254	–	–	0.03%	274
2021 Q2	$436K	Buy	+9,254	New	+$431K	0.03%	276

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

First National Trust's DFUS Position: Q1 2026 in Review

First National Trust held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 5,000 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #331.

First National Trust first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $478K in Q4 2021. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

First National Trust held 5,000 shares of Dimensional US Equity ETF worth $355K as of Q1 2026.
First National Trust left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.01% of First National Trust's portfolio in Q1 2026, its #331 holding.
First National Trust first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
First National Trust's Dimensional US Equity ETF position peaked at $478K in Q4 2021.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.