JG
DFUS

Joel Greenblatt’s Dimensional US Equity ETF DFUS Stock Holding History

Joel Greenblatt’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
2025
Q2 		– Sell
-73,635
Closed -$4.45M – 1681
2025
Q1 		$4.45M Buy
+73,635
New +$4.71M 0.04% 559

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Joel Greenblatt's DFUS Position: Q2 2025 in Review

Joel Greenblatt sold out of Dimensional US Equity ETF (DFUS) in Q2 2025, closing a stake of 73,635 shares — an estimated $4.45M sold.

Joel Greenblatt first reported a position in DFUS in Q1 2025 and held it in 1 quarter. The position peaked at $4.45M in Q1 2025. 741 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Joel Greenblatt reported no remaining Dimensional US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Joel Greenblatt sold 73,635 Dimensional US Equity ETF shares in Q2 2025, an estimated $4.45M.
  • Joel Greenblatt first reported a position in Dimensional US Equity ETF in Q1 2025 and held it in 1 quarter.
  • Joel Greenblatt's Dimensional US Equity ETF position peaked at $4.45M in Q1 2025.
  • 741 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on Gotham Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.