Francis Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Francis Financial’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	$1.02M	Hold	14,400	–	–	0.19%	50
2025 Q4	$1.07M	Buy	14,400 +6,000	+71%	+$441K	0.21%	49
2025 Q3	$608K	Hold	8,400	–	–	0.11%	62
2025 Q2	$563K	Hold	8,400	–	–	0.13%	54
2025 Q1	$508K	Hold	8,400	–	–	0.12%	50
2024 Q4	$536K	Hold	8,400	–	–	0.14%	52
2024 Q3	$522K	Hold	8,400	–	–	0.14%	52
2024 Q2	$494K	Buy	+8,400	New	+$478K	0.15%	50

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

Francis Financial's DFUS Position: Q1 2026 in Review

Francis Financial held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 14,400 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #50.

Francis Financial first reported a position in DFUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2025. 851 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Francis Financial held 14,400 shares of Dimensional US Equity ETF worth $1.02M as of Q1 2026.
Francis Financial left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.19% of Francis Financial's portfolio in Q1 2026, its #50 holding.
Francis Financial first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 8 quarters since.
Francis Financial's Dimensional US Equity ETF position peaked at $1.07M in Q4 2025.
851 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.