Gradient Investments’s Dimensional US Equity ETF DFUS Stock Holding History

Gradient Investments’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 Q3	$6.19M	Sell	74,546 -7,453	-9%	-$618K	0.09%	176
2026 Q2	$6.72M	Sell	81,999 -10,818	-12%	-$855K	0.09%	165
2026 Q1	$6.58M	Buy	92,817 +5,562	+6%	+$412K	0.1%	168
2025 Q4	$6.47M	Sell	87,255 -2,876	-3%	-$211K	0.1%	167
2025 Q3	$6.53M	Sell	90,131 -12,552	-12%	-$874K	0.11%	161
2025 Q2	$6.88M	Buy	102,683 +95,605	+1,351%	+$5.92M	0.13%	157
2025 Q1	$428K	Buy	7,078 +3,141	+80%	+$201K	0.01%	259
2024 Q4	$251K	Hold	3,937	–	–	0.01%	272
2024 Q3	$245K	Hold	3,937	–	–	0.01%	272
2024 Q2	$232K	Hold	3,937	–	–	0.01%	304
2024 Q1	$224K	Hold	3,937	–	–	0.01%	284
2023 Q4	$204K	Hold	3,937	–	–	﹤0.01%	334
2023 Q3	$183K	Hold	3,937	–	–	﹤0.01%	324
2023 Q2	$190K	Hold	3,937	–	–	﹤0.01%	330
2023 Q1	$175K	Hold	3,937	–	–	﹤0.01%	304
2022 Q4	$164K	Sell	3,937 -2,522	-39%	-$105K	0.01%	323
2022 Q3	$251K	Hold	6,459	–	–	0.01%	272
2022 Q2	$263K	Hold	6,459	–	–	0.01%	270
2022 Q1	$317K	Hold	6,459	–	–	0.01%	256
2021 Q4	$334K	Hold	6,459	–	–	0.01%	247
2021 Q3	$305K	Hold	6,459	–	–	0.01%	249
2021 Q2	$304K	Buy	+6,459	New	+$301K	0.01%	249

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments's DFUS Position: Q3 2026 in Review

Gradient Investments reduced its Dimensional US Equity ETF (DFUS) stake by 9.1% in Q3 2026, selling an estimated $618K and leaving 74,546 shares worth $6.19M. The position accounts for 0.09% of the portfolio, ranked #176.

Gradient Investments first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. The position peaked at $6.88M in Q2 2025. 292 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Gradient Investments held 74,546 shares of Dimensional US Equity ETF worth $6.19M as of Q3 2026.
Gradient Investments sold 7,453 Dimensional US Equity ETF shares in Q3 2026, an estimated $618K.
Dimensional US Equity ETF made up 0.09% of Gradient Investments's portfolio in Q3 2026, its #176 holding.
Gradient Investments first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
Gradient Investments's Dimensional US Equity ETF position peaked at $6.88M in Q2 2025.
292 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.