Foundations Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Foundations Investment Advisors’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	$3.04M	Sell	42,802 -133	-0.3%	-$9.86K	0.04%	297
2025 Q4	$3.18M	Buy	42,935 +34,376	+402%	+$2.53M	0.04%	273
2025 Q3	$620K	Buy	8,559 +5,239	+158%	+$365K	0.01%	599
2025 Q2	$223K	Sell	3,320 -1,600	-33%	-$99.1K	﹤0.01%	852
2025 Q1	$298K	Sell	4,920 -847	-15%	-$54.1K	0.01%	713
2024 Q4	$368K	Buy	5,767 +1,125	+24%	+$72.1K	0.01%	606
2024 Q3	$289K	Hold	4,642	–	–	0.01%	643
2024 Q2	$273K	Buy	4,642 +136	+3%	+$7.73K	0.01%	630
2024 Q1	$257K	Buy	4,506 +317	+8%	+$17.2K	0.01%	620
2023 Q4	$223K	Buy	+4,189	New	+$203K	0.01%	621

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

Foundations Investment Advisors's DFUS Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.31% in Q1 2026, selling an estimated $9.86K and leaving 42,802 shares worth $3.04M. The position accounts for 0.04% of the portfolio, ranked #297.

Foundations Investment Advisors first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.18M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Foundations Investment Advisors held 42,802 shares of Dimensional US Equity ETF worth $3.04M as of Q1 2026.
Foundations Investment Advisors sold 133 Dimensional US Equity ETF shares in Q1 2026, an estimated $9.86K.
Dimensional US Equity ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q1 2026, its #297 holding.
Foundations Investment Advisors first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Foundations Investment Advisors's Dimensional US Equity ETF position peaked at $3.18M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.