IA
DFUS

IFG Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

IFG Advisory’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 		$108K Sell
1,523
-75,968
-98% -$5.63M 0.31% 72
2025
Q4 		$5.75M Sell
77,491
-2,344
-3% -$172K 0.25% 109
2025
Q3 		$5.78M Sell
79,835
-239
-0.3% -$16.7K 0.26% 101
2025
Q2 		$5.37M Buy
80,074
+2,423
+3% +$150K 0.27% 96
2025
Q1 		$4.7M Sell
77,651
-934
-1% -$59.7K 0.26% 101
2024
Q4 		$5.01M Sell
78,585
-266
-0.3% -$17.1K 0.28% 92
2024
Q3 		$4.9M Sell
78,851
-210
-0.3% -$12.6K 0.31% 87
2024
Q2 		$4.65M Buy
79,061
+607
+0.8% +$34.5K 0.3% 87
2024
Q1 		$4.47M Buy
78,454
+3,037
+4% +$164K 0.33% 91
2023
Q4 		$3.91M Buy
75,417
+202
+0.3% +$9.78K 0.29% 94
2023
Q3 		$3.5M Buy
75,215
+2,328
+3% +$113K 0.29% 87
2023
Q2 		$3.51M Buy
72,887
+2,737
+4% +$124K 0.31% 86
2023
Q1 		$3.12M Buy
70,150
+2,001
+3% +$86.9K 0.29% 79
2022
Q4 		$2.83M Buy
68,149
+3,566
+6% +$149K 0.28% 87
2022
Q3 		$2.51M Buy
64,583
+47,688
+282% +$2.05M 0.23% 100
2022
Q2 		$688K Buy
+16,895
New +$749K 0.07% 249
2022
Q1 		– Sell
-15,342
Closed -$793K – 504
2021
Q4 		$793K Buy
15,342
+552
+4% +$27.7K 0.08% 229
2021
Q3 		$697K Hold
14,790
– – 0.08% 230
2021
Q2 		$696K Buy
+14,790
New +$689K 0.08% 242

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

IFG Advisory's DFUS Position: Q1 2026 in Review

IFG Advisory reduced its Dimensional US Equity ETF (DFUS) stake by 98% in Q1 2026, selling an estimated $5.63M and leaving 1,523 shares worth $108K. The position accounts for 0.31% of the portfolio, ranked #72.

IFG Advisory first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.78M in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • IFG Advisory held 1,523 shares of Dimensional US Equity ETF worth $108K as of Q1 2026.
  • IFG Advisory sold 75,968 Dimensional US Equity ETF shares in Q1 2026, an estimated $5.63M.
  • Dimensional US Equity ETF made up 0.31% of IFG Advisory's portfolio in Q1 2026, its #72 holding.
  • IFG Advisory first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
  • IFG Advisory's Dimensional US Equity ETF position peaked at $5.78M in Q3 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.