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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

JNBA Financial Advisors's DFUS Position: Q1 2026 in Review

JNBA Financial Advisors sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 4 shares — an estimated $300 sold.

JNBA Financial Advisors first reported a position in DFUS in Q2 2021 and held it in 14 quarters. The position peaked at $22K in Q2 2021. 855 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

JNBA Financial Advisors reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
JNBA Financial Advisors sold 4 Dimensional US Equity ETF shares in Q1 2026, an estimated $300.
JNBA Financial Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 14 quarters.
JNBA Financial Advisors's Dimensional US Equity ETF position peaked at $22K in Q2 2021.
855 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.