HAG
DFUS

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

HighPoint 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 		$553K Sell
7,794
-455
-6% -$33.7K 0.02% 402
2025
Q4 		$612K Buy
+8,249
New +$606K 0.01% 619

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

HighPoint Advisor Group's DFUS Position: Q1 2026 in Review

HighPoint Advisor Group reduced its Dimensional US Equity ETF (DFUS) stake by 5.5% in Q1 2026, selling an estimated $33.7K and leaving 7,794 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #402.

HighPoint Advisor Group first reported a position in DFUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $612K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • HighPoint Advisor Group held 7,794 shares of Dimensional US Equity ETF worth $553K as of Q1 2026.
  • HighPoint Advisor Group sold 455 Dimensional US Equity ETF shares in Q1 2026, an estimated $33.7K.
  • Dimensional US Equity ETF made up 0.02% of HighPoint Advisor Group's portfolio in Q1 2026, its #402 holding.
  • HighPoint Advisor Group first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • HighPoint Advisor Group's Dimensional US Equity ETF position peaked at $612K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.