Freedom Investment Management’s Dimensional US Equity ETF DFUS Stock Holding History

Freedom Investment Management’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	$36.3M	Sell	512,578 -68,876	-12%	-$5.1M	10.79%	2
2025 Q4	$43.1M	Sell	581,454 -43,688	-7%	-$3.21M	12.54%	2
2025 Q3	$45.3M	Sell	625,142 -40,306	-6%	-$2.81M	11.97%	2
2025 Q2	$44.6M	Buy	665,448 +366,852	+123%	+$22.7M	3.56%	3
2025 Q1	$18.1M	Sell	298,596 -5,818	-2%	-$372K	1.52%	10
2024 Q4	$19.4M	Sell	304,414 -15,447	-5%	-$990K	1.61%	9
2024 Q3	$19.9M	Buy	319,861 +206,325	+182%	+$12.4M	1.58%	9
2024 Q2	$6.68M	Sell	113,536 -1,613	-1%	-$91.7K	0.55%	35
2024 Q1	$6.56M	Sell	115,149 -2,089	-2%	-$113K	0.53%	36
2023 Q4	$6.08M	Buy	+117,238	New	+$5.67M	0.5%	39

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

Freedom Investment Management's DFUS Position: Q1 2026 in Review

Freedom Investment Management reduced its Dimensional US Equity ETF (DFUS) stake by 12% in Q1 2026, selling an estimated $5.1M and leaving 512,578 shares worth $36.3M. The position accounts for 10.79% of the portfolio, ranked #2.

Freedom Investment Management first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $45.3M in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Freedom Investment Management held 512,578 shares of Dimensional US Equity ETF worth $36.3M as of Q1 2026.
Freedom Investment Management sold 68,876 Dimensional US Equity ETF shares in Q1 2026, an estimated $5.1M.
Dimensional US Equity ETF made up 10.79% of Freedom Investment Management's portfolio in Q1 2026, its #2 holding.
Freedom Investment Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Freedom Investment Management's Dimensional US Equity ETF position peaked at $45.3M in Q3 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.