Hardy Reed’s Dimensional US Equity ETF DFUS Stock Holding History

Hardy Reed’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	$4.54M	Hold	64,006	–	–	0.33%	36
2025 Q4	$4.75M	Hold	64,006	–	–	0.34%	36
2025 Q3	$4.64M	Hold	64,006	–	–	0.34%	36
2025 Q2	$4.29M	Hold	64,006	–	–	0.34%	36
2025 Q1	$3.87M	Hold	64,006	–	–	0.34%	35
2024 Q4	$4.08M	Hold	64,006	–	–	0.36%	33
2024 Q3	$3.98M	Hold	64,006	–	–	0.36%	34
2024 Q2	$3.77M	Hold	64,006	–	–	0.38%	31
2024 Q1	$3.65M	Hold	64,006	–	–	0.45%	27
2023 Q4	$3.32M	Hold	64,006	–	–	0.45%	27
2023 Q3	$2.98M	Hold	64,006	–	–	0.54%	19
2023 Q2	$3.08M	Hold	64,006	–	–	0.54%	19
2023 Q1	$2.84M	Sell	64,006 -1,900	-3%	-$82.5K	0.5%	25
2022 Q4	$2.74M	Sell	65,906 -247	-0.4%	-$10.3K	0.52%	26
2022 Q3	$2.57M	Hold	66,153	–	–	0.57%	19
2022 Q2	$2.7M	Hold	66,153	–	–	0.58%	19
2022 Q1	$3.24M	Hold	66,153	–	–	0.61%	15
2021 Q4	$3.42M	Hold	66,153	–	–	0.56%	19
2021 Q3	$3.12M	Hold	66,153	–	–	0.55%	19
2021 Q2	$3.12M	Buy	+66,153	New	+$3.08M	0.55%	19

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 $2.57B AUM 21.7% 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

Hardy Reed's DFUS Position: Q1 2026 in Review

Hardy Reed held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 64,006 shares worth $4.54M. The position accounts for 0.33% of the portfolio, ranked #36.

Hardy Reed first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.75M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Hardy Reed held 64,006 shares of Dimensional US Equity ETF worth $4.54M as of Q1 2026.
Hardy Reed left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.33% of Hardy Reed's portfolio in Q1 2026, its #36 holding.
Hardy Reed first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Hardy Reed's Dimensional US Equity ETF position peaked at $4.75M in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.