IA
DFUS

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

IFP 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 		$307K Buy
4,324
+348
+9% +$25.8K 0.01% 1182
2025
Q4 		$295K Hold
3,976
– – 0.01% 1171
2025
Q3 		$288K Buy
3,976
+3,843
+2,889% +$268K 0.01% 1115
2025
Q2 		$8.91K Hold
133
– – ﹤0.01% 2988
2025
Q1 		$8.04K Buy
+133
New +$8.5K ﹤0.01% 2654
2023
Q2 		– Sell
-340
Closed -$15.9K – 3471
2023
Q1 		$15.9K Hold
340
– – ﹤0.01% 2109
2022
Q4 		$16K Sell
340
-1,220
-78% -$51K ﹤0.01% 3059
2022
Q3 		$73K Buy
1,560
+340
+28% +$14.6K ﹤0.01% 2088
2022
Q2 		$57K Hold
1,220
– – ﹤0.01% 2063
2022
Q1 		$57K Buy
+1,220
New +$59K ﹤0.01% 2063

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 $3.52B AUM 22.33% 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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return