Index Fund Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Index Fund 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	$351M	Sell	4,952,143 -507	-0%	-$37.6K	15.8%	3
2025 Q4	$367M	Sell	4,952,650 -40,206	-0.8%	-$2.95M	17.24%	3
2025 Q3	$362M	Sell	4,992,856 -59,725	-1%	-$4.16M	17.55%	3
2025 Q2	$339M	Sell	5,052,581 -108,372	-2%	-$6.71M	19.01%	2
2025 Q1	$312M	Sell	5,160,953 -642,577	-11%	-$41.1M	19.31%	3
2024 Q4	$370M	Sell	5,803,530 -55,783	-1%	-$3.58M	20%	3
2024 Q3	$364M	Sell	5,859,313 -60,549	-1%	-$3.63M	19.32%	3
2024 Q2	$348M	Sell	5,919,862 -74,308	-1%	-$4.22M	19.7%	3
2024 Q1	$342M	Sell	5,994,170 -26,533	-0.4%	-$1.44M	18.86%	3
2023 Q4	$312M	Buy	6,020,703 +14,994	+0.2%	+$726K	18.33%	3
2023 Q3	$280M	Buy	6,005,709 +34,873	+0.6%	+$1.69M	18.57%	3
2023 Q2	$288M	Sell	5,970,836 -14,793	-0.2%	-$673K	18.81%	3
2023 Q1	$266M	Sell	5,985,629 -16,296	-0.3%	-$708K	18.17%	3
2022 Q4	$250M	Sell	6,001,925 -56,890	-0.9%	-$2.38M	17.56%	3
2022 Q3	$235M	Buy	6,058,815 +169,938	+3%	+$7.31M	18.21%	3
2022 Q2	$240M	Sell	5,888,877 -230,111	-4%	-$10.2M	18.17%	3
2022 Q1	$300M	Sell	6,118,988 -43,409	-0.7%	-$2.1M	22.35%	3
2021 Q4	$319M	Buy	+6,162,397	New	+$310M	22.66%	3

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 $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Index Fund Advisors's DFUS Position: Q1 2026 in Review

Index Fund Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.01% in Q1 2026, selling an estimated $37.6K and leaving 4,952,143 shares worth $351M. The position accounts for 15.8% of the portfolio, ranked #3.

Index Fund Advisors first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $370M in Q4 2024. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Index Fund Advisors held 4,952,143 shares of Dimensional US Equity ETF worth $351M as of Q1 2026.
Index Fund Advisors sold 507 Dimensional US Equity ETF shares in Q1 2026, an estimated $37.6K.
Dimensional US Equity ETF made up 15.8% of Index Fund Advisors's portfolio in Q1 2026, its #3 holding.
Index Fund Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
Index Fund Advisors's Dimensional US Equity ETF position peaked at $370M in Q4 2024.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.