JFA
DFUS

JNBA Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

JNBA Financial 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 		– Sell
-4
Closed -$300 – 838
2025
Q4 		$300 Buy
+4
New +$294 ﹤0.01% 782
2024
Q3 		– Sell
-130
Closed -$7.65K – 661
2024
Q2 		$7.65K Hold
130
– – ﹤0.01% 480
2024
Q1 		$7.41K Sell
130
-6
-4% -$325 ﹤0.01% 493
2023
Q4 		$7.05K Sell
136
-35
-20% -$1.69K ﹤0.01% 503
2023
Q3 		$7.96K Sell
171
-27
-14% -$1.31K ﹤0.01% 490
2023
Q2 		$9.54K Sell
198
-3
-1% -$136 ﹤0.01% 473
2023
Q1 		$8.93K Sell
201
-12
-6% -$521 ﹤0.01% 494
2022
Q4 		$8.86K Sell
213
-10
-4% -$418 ﹤0.01% 465
2022
Q3 		$9K Sell
223
-5
-2% -$215 ﹤0.01% 470
2022
Q2 		$9K Sell
228
-18
-7% -$798 ﹤0.01% 493
2022
Q1 		$12K Sell
246
-102
-29% -$4.93K ﹤0.01% 477
2021
Q4 		$18K Hold
348
– – ﹤0.01% 431
2021
Q3 		$16K Sell
348
-126
-27% -$6.1K ﹤0.01% 445
2021
Q2 		$22K Buy
+474
New +$22.1K ﹤0.01% 384

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 $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 $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