Jones Financial Companies
DFUS

Jones Financial Companies’s Dimensional US Equity ETF DFUS Stock Holding History

Jones Financial Companies’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 		$13.1M Buy
189,595
+9,220
+5% +$683K 0.01% 732
2025
Q4 		$13.4M Buy
180,375
+35,361
+24% +$2.6M 0.01% 398
2025
Q3 		$10.4M Buy
145,014
+70,608
+95% +$4.92M 0.01% 402
2025
Q2 		$4.97M Buy
74,406
+48,608
+188% +$3.01M ﹤0.01% 498
2025
Q1 		$1.55M Buy
25,798
+3,601
+16% +$230K ﹤0.01% 727
2024
Q4 		$1.42M Buy
22,197
+3,938
+22% +$252K ﹤0.01% 651
2024
Q3 		$1.13M Buy
18,259
+8,754
+92% +$524K ﹤0.01% 578
2024
Q2 		$559K Buy
+9,505
New +$540K ﹤0.01% 538

Other funds holding DFUS

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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