Great Valley Advisor Group’s Dimensional US Equity ETF DFUS Stock Holding History

Great Valley Advisor Group’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	$406K	Hold	5,727	–	–	0.01%	737
2025 Q4	$425K	Sell	5,727 -27,157	-83%	-$2M	0.01%	676
2025 Q3	$2.38M	Buy	32,884 +1,390	+4%	+$96.8K	0.05%	302
2025 Q2	$2.11M	Sell	31,494 -22	-0.1%	-$1.36K	0.05%	307
2025 Q1	$1.91M	Buy	31,516 +1	+0%	+$64	0.04%	320
2024 Q4	$2.01M	Buy	31,515 +1,896	+6%	+$122K	0.05%	320
2024 Q3	$1.84M	Hold	29,619	–	–	0.05%	322
2024 Q2	$1.74M	Buy	29,619 +229	+0.8%	+$13K	0.05%	299
2024 Q1	$1.67M	Buy	29,390 +6,178	+27%	+$334K	0.05%	299
2023 Q4	$1.2M	Buy	+23,212	New	+$1.12M	0.04%	317

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

Great Valley Advisor Group's DFUS Position: Q1 2026 in Review

Great Valley Advisor Group held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 5,727 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #737.

Great Valley Advisor Group first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.38M in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Great Valley Advisor Group held 5,727 shares of Dimensional US Equity ETF worth $406K as of Q1 2026.
Great Valley Advisor Group left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #737 holding.
Great Valley Advisor Group first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Great Valley Advisor Group's Dimensional US Equity ETF position peaked at $2.38M in Q3 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.