IIM
DFUS

IFC & Insurance Marketing’s Dimensional US Equity ETF DFUS Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-319
Closed -$24K – 201
2025
Q4 		$24K Buy
+319
New +$23.4K 0.02% 257

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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFC & Insurance Marketing's DFUS Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 319 shares — an estimated $24K sold.

IFC & Insurance Marketing first reported a position in DFUS in Q4 2025 and held it in 1 quarter. The position peaked at $24K in Q4 2025. 855 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 319 Dimensional US Equity ETF shares in Q1 2026, an estimated $24K.
  • IFC & Insurance Marketing first reported a position in Dimensional US Equity ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Dimensional US Equity ETF position peaked at $24K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.