GI
DFUS

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
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

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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return