GFA
DFUS

Grunden Financial Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

Grunden Financial Advisory’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
Q4 		$7.78M Buy
104,887
+24,531
+31% +$1.8M 3.04% 9
2025
Q3 		$5.82M Sell
80,356
-505
-0.6% -$35.2K 2.37% 10
2025
Q2 		$5.42M Buy
80,861
+2,533
+3% +$157K 2.39% 10
2025
Q1 		$4.74M Buy
78,328
+50,474
+181% +$3.23M 2.3% 10
2024
Q4 		$1.78M Sell
27,854
-885
-3% -$56.7K 0.86% 13
2024
Q3 		$1.79M Sell
28,739
-265
-0.9% -$15.9K 0.88% 13
2024
Q2 		$1.71M Sell
29,004
-630
-2% -$35.8K 0.89% 12
2024
Q1 		$1.69M Sell
29,634
-259
-0.9% -$14K 0.9% 12
2023
Q4 		$1.55M Buy
+29,893
New +$1.45M 0.87% 12

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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
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
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

Grunden Financial Advisory's DFUS Position: Q4 2025 in Review

Grunden Financial Advisory increased its Dimensional US Equity ETF (DFUS) stake by 31% in Q4 2025, buying an estimated $1.8M and bringing the position to 104,887 shares worth $7.78M. The position accounts for 3.04% of the portfolio, ranked #9.

Grunden Financial Advisory first reported a position in DFUS in Q4 2023 and has held it in 9 quarters since. 842 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

  • Grunden Financial Advisory held 104,887 shares of Dimensional US Equity ETF worth $7.78M as of Q4 2025.
  • Grunden Financial Advisory bought 24,531 Dimensional US Equity ETF shares in Q4 2025, an estimated $1.8M.
  • Dimensional US Equity ETF made up 3.04% of Grunden Financial Advisory's portfolio in Q4 2025, its #9 holding.
  • Grunden Financial Advisory first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 9 quarters since.
  • 842 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.