IIC
DFUS

Ironwood Investment Counsel’s Dimensional US Equity ETF DFUS Stock Holding History

Ironwood Investment Counsel’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 		$209K Sell
2,946
-275
-9% -$20.4K 0.03% 257
2025
Q4 		$239K Hold
3,221
– – 0.03% 241
2025
Q3 		$233K Hold
3,221
– – 0.03% 241
2025
Q2 		$216K Buy
+3,221
New +$199K 0.03% 241
2025
Q1 		– Sell
-3,401
Closed -$217K – 242
2024
Q4 		$217K Buy
+3,401
New +$218K 0.04% 235

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 $2.57B AUM 21.7% 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

Ironwood Investment Counsel's DFUS Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Dimensional US Equity ETF (DFUS) stake by 8.5% in Q1 2026, selling an estimated $20.4K and leaving 2,946 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #257.

Ironwood Investment Counsel first reported a position in DFUS in Q4 2024 and has held it in 5 quarters since. The position peaked at $239K in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Ironwood Investment Counsel held 2,946 shares of Dimensional US Equity ETF worth $209K as of Q1 2026.
  • Ironwood Investment Counsel sold 275 Dimensional US Equity ETF shares in Q1 2026, an estimated $20.4K.
  • Dimensional US Equity ETF made up 0.03% of Ironwood Investment Counsel's portfolio in Q1 2026, its #257 holding.
  • Ironwood Investment Counsel first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • Ironwood Investment Counsel's Dimensional US Equity ETF position peaked at $239K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.