FUBT
DFUS icon

First United Bank & Trust’s Dimensional US Equity ETF DFUS Stock Holding History

First United Bank & 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 		– Sell
-775
Closed -$57.5K – 402
2025
Q4 		$57.5K Hold
775
– – 0.02% 216
2025
Q3 		$56.1K Buy
+775
New +$54K 0.02% 222

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $8.83B AUM 27.11% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $80.9B AUM 26.08% 1-Year Est. Return

First United Bank & Trust's DFUS Position: Q1 2026 in Review

First United Bank & Trust sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 775 shares — an estimated $57.5K sold.

First United Bank & Trust first reported a position in DFUS in Q3 2025 and held it in 2 quarters. The position peaked at $57.5K in Q4 2025. 855 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • First United Bank & Trust reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • First United Bank & Trust sold 775 Dimensional US Equity ETF shares in Q1 2026, an estimated $57.5K.
  • First United Bank & Trust first reported a position in Dimensional US Equity ETF in Q3 2025 and held it in 2 quarters.
  • First United Bank & Trust's Dimensional US Equity ETF position peaked at $57.5K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on First United Bank & Trust's 13F filing for Q1 2026, filed 21 Apr 2026.