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Great Lakes Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Great Lakes Advisors’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
2025
Q1 		– Sell
-10,571
Closed -$674K – 813
2024
Q4 		$674K Hold
10,571
– – 0.01% 623
2024
Q3 		$658K Hold
10,571
– – 0.01% 622
2024
Q2 		$622K Hold
10,571
– – 0.01% 621
2024
Q1 		$602K Hold
10,571
– – 0.01% 593
2023
Q4 		$548K Hold
10,571
– – 0.01% 599
2023
Q3 		$492K Hold
10,571
– – ﹤0.01% 603
2023
Q2 		$509K Hold
10,571
– – 0.01% 598
2023
Q1 		$470K Hold
10,571
– – ﹤0.01% 648
2022
Q4 		$440K Hold
10,571
– – 0.03% 517
2022
Q3 		$410K Sell
10,571
-950
-8% -$40.9K 0.01% 511
2022
Q2 		$469K Hold
11,521
– – 0.01% 512
2022
Q1 		$565K Hold
11,521
– – 0.01% 506
2021
Q4 		$596K Hold
11,521
– – 0.01% 496
2021
Q3 		$543K Hold
11,521
– – 0.01% 511
2021
Q2 		$543K Buy
+11,521
New +$537K 0.01% 512

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Great Lakes Advisors's DFUS Position: Q1 2025 in Review

Great Lakes Advisors sold out of Dimensional US Equity ETF (DFUS) in Q1 2025, closing a stake of 10,571 shares — an estimated $674K sold.

Great Lakes Advisors first reported a position in DFUS in Q2 2021 and held it in 15 quarters. The position peaked at $674K in Q4 2024. 704 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • Great Lakes Advisors reported no remaining Dimensional US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 10,571 Dimensional US Equity ETF shares in Q1 2025, an estimated $674K.
  • Great Lakes Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 15 quarters.
  • Great Lakes Advisors's Dimensional US Equity ETF position peaked at $674K in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Great Lakes Advisors's 13F filing for Q1 2025, filed 16 May 2025.