Jim Simons
DFUS

Jim Simons’s Dimensional US Equity ETF DFUS Stock Holding History

Jim Simons’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 		– Sell
-20,300
Closed -$1.51M – 3335
2025
Q4 		$1.51M Sell
20,300
-8,900
-30% -$654K ﹤0.01% 2044
2025
Q3 		$2.12M Buy
29,200
+24,500
+521% +$1.71M ﹤0.01% 2036
2025
Q2 		$315K Sell
4,700
-9,500
-67% -$588K ﹤0.01% 3028
2025
Q1 		$859K Sell
14,200
-35,200
-71% -$2.25M ﹤0.01% 2505
2024
Q4 		$3.15M Buy
49,400
+22,800
+86% +$1.46M ﹤0.01% 1737
2024
Q3 		$1.65M Buy
26,600
+5,900
+29% +$353K ﹤0.01% 2145
2024
Q2 		$1.22M Sell
20,700
-6,600
-24% -$375K ﹤0.01% 2206
2024
Q1 		$1.56M Sell
27,300
-2,400
-8% -$130K ﹤0.01% 2194
2023
Q4 		$1.54M Buy
29,700
+18,500
+165% +$895K ﹤0.01% 2110
2023
Q3 		$521K Buy
+11,200
New +$542K ﹤0.01% 2692

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 $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 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 $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Jim Simons's DFUS Position: Q1 2026 in Review

Jim Simons sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 20,300 shares — an estimated $1.51M sold.

Jim Simons first reported a position in DFUS in Q3 2023 and held it in 10 quarters. The position peaked at $3.15M in Q4 2024. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Jim Simons reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 20,300 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.51M.
  • Jim Simons first reported a position in Dimensional US Equity ETF in Q3 2023 and held it in 10 quarters.
  • Jim Simons's Dimensional US Equity ETF position peaked at $3.15M in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.