IDA
DFUS icon

Intelligence Driven Advisers’s Dimensional US Equity ETF DFUS Stock Holding History

Intelligence Driven Advisers’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
Q3 		$107M Buy
1,293,755
+14,628
+1% +$1.21M 18.54% 1
2026
Q2 		$105M Sell
1,279,127
-1,059
-0.1% -$83.7K 17.02% 1
2026
Q1 		$90.8M Sell
1,280,186
-173,823
-12% -$12.9M 15.83% 1
2025
Q4 		$108M Sell
1,454,009
-95,598
-6% -$7.02M 15.42% 1
2025
Q3 		$112M Buy
1,549,607
+16,954
+1% +$1.18M 15.56% 1
2025
Q2 		$103M Buy
1,532,653
+196,806
+15% +$12.2M 15.49% 1
2025
Q1 		$80.8M Buy
1,335,847
+13,945
+1% +$891K 15.56% 1
2024
Q4 		$84.3M Sell
1,321,902
-443,555
-25% -$28.4M 15.85% 1
2024
Q3 		$110M Buy
1,765,457
+3
+0% +$180 15.7% 1
2024
Q2 		$104M Buy
1,765,454
+63,602
+4% +$3.62M 14.72% 1
2024
Q1 		$97M Sell
1,701,852
-60,592
-3% -$3.28M 14.33% 1
2023
Q4 		$92.5M Buy
1,762,444
+1,448,658
+462% +$70.1M 14.95% 1
2023
Q3 		$14.5M Sell
313,786
-27,231
-8% -$1.32M 2.57% 12
2023
Q2 		$16.3M Sell
341,017
-6,944
-2% -$316K 2.85% 11
2023
Q1 		$15.4M Sell
347,961
-13,108
-4% -$569K 2.76% 10
2022
Q4 		$15.2M Buy
361,069
+4,022
+1% +$168K 2.79% 9
2022
Q3 		$14.5M Buy
357,047
+32,293
+10% +$1.39M 2.92% 11
2022
Q2 		$13.4M Buy
+324,754
New +$14.4M 2.63% 12
2022
Q1 		– Sell
-81,356
Closed -$3.83M – 91
2021
Q4 		$3.83M Sell
81,356
-17,627
-18% -$886K 0.7% 30
2021
Q3 		$4.71M Sell
98,983
-3,774
-4% -$183K 1.06% 20
2021
Q2 		$4.84M Buy
+102,757
New +$4.79M 0.94% 25

Other funds holding DFUS

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Intelligence Driven Advisers's DFUS Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Dimensional US Equity ETF (DFUS) stake by 1.1% in Q3 2026, buying an estimated $1.21M and bringing the position to 1,293,755 shares worth $107M. The position accounts for 18.54% of the portfolio, ranked #1.

Intelligence Driven Advisers first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $112M in Q3 2025. 33 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Intelligence Driven Advisers held 1,293,755 shares of Dimensional US Equity ETF worth $107M as of Q3 2026.
  • Intelligence Driven Advisers bought 14,628 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.21M.
  • Dimensional US Equity ETF made up 18.54% of Intelligence Driven Advisers's portfolio in Q3 2026, its #1 holding.
  • Intelligence Driven Advisers first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • Intelligence Driven Advisers's Dimensional US Equity ETF position peaked at $112M in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.