Grandfield & Dodd’s Dimensional US Equity ETF DFUS Stock Holding History

Grandfield & Dodd’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	$255K	Hold	3,599	–	–	0.01%	191
2025 Q4	$267K	Hold	3,599	–	–	0.02%	187
2025 Q3	$261K	Hold	3,599	–	–	0.01%	195
2025 Q2	$241K	Sell	3,599 -600	-14%	-$37.2K	0.01%	201
2025 Q1	$254K	Hold	4,199	–	–	0.02%	183
2024 Q4	$268K	Hold	4,199	–	–	0.02%	184
2024 Q3	$261K	Sell	4,199 -1	-0%	-$60	0.02%	191
2024 Q2	$247K	Sell	4,200 -400	-9%	-$22.7K	0.02%	191
2024 Q1	$262K	Sell	4,600 -350	-7%	-$18.9K	0.02%	181
2023 Q4	$257K	Sell	4,950 -200	-4%	-$9.68K	0.02%	174
2023 Q3	$240K	Sell	5,150 -150	-3%	-$7.25K	0.02%	168
2023 Q2	$255K	Sell	5,300 -1,585	-23%	-$72.1K	0.02%	168
2023 Q1	$306K	Sell	6,885 -534	-7%	-$23.2K	0.02%	163
2022 Q4	$309K	Hold	7,419	–	–	0.02%	159
2022 Q3	$290K	Hold	7,419	–	–	0.02%	155
2022 Q2	$300K	Hold	7,419	–	–	0.02%	156
2022 Q1	$360K	Hold	7,419	–	–	0.02%	158
2021 Q4	$380K	Hold	7,419	–	–	0.02%	159
2021 Q3	$350K	Hold	7,419	–	–	0.02%	160
2021 Q2	$350K	Buy	+7,419	New	+$346K	0.02%	155

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

Grandfield & Dodd's DFUS Position: Q1 2026 in Review

Grandfield & Dodd held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 3,599 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #191.

Grandfield & Dodd first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $380K in Q4 2021. 851 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Grandfield & Dodd held 3,599 shares of Dimensional US Equity ETF worth $255K as of Q1 2026.
Grandfield & Dodd left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.01% of Grandfield & Dodd's portfolio in Q1 2026, its #191 holding.
Grandfield & Dodd first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Grandfield & Dodd's Dimensional US Equity ETF position peaked at $380K in Q4 2021.
851 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.