Focus Partners Wealth
DFUS

Focus Partners Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Focus Partners Wealth’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 		$664M Buy
9,340,123
+79,064
+0.9% +$5.86M 0.74% 27
2025
Q4 		$687M Buy
9,261,059
+62,934
+0.7% +$4.62M 0.78% 28
2025
Q3 		$668M Buy
9,198,125
+1,113,200
+14% +$77.6M 1.08% 16
2025
Q2 		$542M Sell
8,084,925
-297,051
-4% -$18.4M 1.17% 15
2025
Q1 		$507M Sell
8,381,976
-41,997
-0.5% -$2.68M 1.27% 11
2024
Q4 		$537M Buy
8,423,973
+154,726
+2% +$9.92M 1.39% 12
2024
Q3 		$514M Buy
8,269,247
+8,204,119
+12,597% +$491M 1.64% 9
2024
Q2 		$3.83M Buy
65,128
+1,178
+2% +$67K 0.01% 543
2024
Q1 		$3.64M Sell
63,950
-80
-0.1% -$4.33K 0.03% 380
2023
Q4 		$3.32M Buy
+64,030
New +$3.1M 0.04% 282

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth's DFUS Position: Q1 2026 in Review

Focus Partners Wealth increased its Dimensional US Equity ETF (DFUS) stake by 0.85% in Q1 2026, buying an estimated $5.86M and bringing the position to 9,340,123 shares worth $664M. The position accounts for 0.74% of the portfolio, ranked #27.

Focus Partners Wealth first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $687M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Focus Partners Wealth held 9,340,123 shares of Dimensional US Equity ETF worth $664M as of Q1 2026.
  • Focus Partners Wealth bought 79,064 Dimensional US Equity ETF shares in Q1 2026, an estimated $5.86M.
  • Dimensional US Equity ETF made up 0.74% of Focus Partners Wealth's portfolio in Q1 2026, its #27 holding.
  • Focus Partners Wealth first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Dimensional US Equity ETF position peaked at $687M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.