HA
DFUS

Herold Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Herold 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
2026
Q1 		$9.37M Buy
132,085
+16,213
+14% +$1.2M 2.06% 7
2025
Q4 		$8.59M Buy
115,872
+14,036
+14% +$1.03M 1.92% 8
2025
Q3 		$7.38M Buy
101,836
+16,637
+20% +$1.16M 1.71% 10
2025
Q2 		$5.71M Sell
85,199
-4,701
-5% -$291K 1.2% 19
2025
Q1 		$5.44M Buy
89,900
+14,910
+20% +$953K 1.19% 17
2024
Q4 		$4.78M Buy
74,990
+6,823
+10% +$437K 1.04% 22
2024
Q3 		$4.24M Buy
68,167
+6,122
+10% +$367K 0.92% 23
2024
Q2 		$3.65M Buy
62,045
+19,458
+46% +$1.11M 0.84% 27
2024
Q1 		$2.43M Buy
42,587
+34,611
+434% +$1.87M 0.59% 48
2023
Q4 		$413K Buy
7,976
+1,481
+23% +$71.7K 0.11% 179
2023
Q3 		$302K Buy
+6,495
New +$314K 0.09% 199
2022
Q4 		– Sell
-6,270
Closed -$243K – 206
2022
Q3 		$243K Hold
6,270
– – 0.12% 163
2022
Q2 		$255K Hold
6,270
– – 0.11% 167
2022
Q1 		$307K Hold
6,270
– – 0.11% 160
2021
Q4 		$324K Buy
+6,270
New +$315K 0.13% 156

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
VT
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
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 $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Herold Advisors's DFUS Position: Q1 2026 in Review

Herold Advisors increased its Dimensional US Equity ETF (DFUS) stake by 14% in Q1 2026, buying an estimated $1.2M and bringing the position to 132,085 shares worth $9.37M. The position accounts for 2.06% of the portfolio, ranked #7.

Herold Advisors first reported a position in DFUS in Q4 2021 and has held it in 15 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Herold Advisors held 132,085 shares of Dimensional US Equity ETF worth $9.37M as of Q1 2026.
  • Herold Advisors bought 16,213 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.2M.
  • Dimensional US Equity ETF made up 2.06% of Herold Advisors's portfolio in Q1 2026, its #7 holding.
  • Herold Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 15 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.