HTG Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

HTG Investment 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	$4.11M	Hold	57,907	–	–	1.17%	21
2025 Q4	$4.29M	Sell	57,907 -342	-0.6%	-$25.1K	1.32%	17
2025 Q3	$4.22M	Sell	58,249 -36	-0.1%	-$2.51K	1.42%	18
2025 Q2	$3.91M	Sell	58,285 -251	-0.4%	-$15.5K	1.45%	18
2025 Q1	$3.54M	Sell	58,536 -769	-1%	-$49.1K	1.48%	17
2024 Q4	$3.78M	Sell	59,305 -753	-1%	-$48.3K	1.73%	14
2024 Q3	$3.74M	Hold	60,058	–	–	1.76%	14
2024 Q2	$3.53M	Hold	60,058	–	–	1.91%	14
2024 Q1	$3.42M	Hold	60,058	–	–	1.98%	14
2023 Q4	$3.11M	Sell	60,058 -200	-0.3%	-$9.68K	2.03%	14
2023 Q3	$2.81M	Hold	60,258	–	–	2.25%	13
2023 Q2	$2.9M	Sell	60,258 -212	-0.4%	-$9.64K	2.4%	13
2023 Q1	$2.69M	Sell	60,470 -692	-1%	-$30.1K	2.45%	12
2022 Q4	$2.54M	Buy	+61,162	New	+$2.56M	2.58%	10

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

HTG Investment Advisors's DFUS Position: Q1 2026 in Review

HTG Investment Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 57,907 shares worth $4.11M. The position accounts for 1.17% of the portfolio, ranked #21.

HTG Investment Advisors first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.29M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

HTG Investment Advisors held 57,907 shares of Dimensional US Equity ETF worth $4.11M as of Q1 2026.
HTG Investment Advisors left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 1.17% of HTG Investment Advisors's portfolio in Q1 2026, its #21 holding.
HTG Investment Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
HTG Investment Advisors's Dimensional US Equity ETF position peaked at $4.29M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.