JSL
DFUS

JT Stratford LLC’s Dimensional US Equity ETF DFUS Stock Holding History

JT Stratford LLC’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 		$1.69M Buy
23,814
+2,364
+11% +$175K 0.22% 112
2025
Q4 		$1.59M Buy
21,450
+489
+2% +$35.9K 0.2% 108
2025
Q3 		$1.52M Buy
20,961
+1,746
+9% +$122K 0.2% 104
2025
Q2 		$1.29M Buy
19,215
+1,659
+9% +$103K 0.19% 124
2025
Q1 		$1.06M Buy
17,556
+2,606
+17% +$167K 0.19% 135
2024
Q4 		$953K Sell
14,950
-13
-0.1% -$834 0.16% 145
2024
Q3 		$931K Sell
14,963
-2,173
-13% -$130K 0.16% 150
2024
Q2 		$1.01M Buy
17,136
+2,156
+14% +$123K 0.19% 130
2024
Q1 		$854K Buy
14,980
+5,408
+56% +$293K 0.17% 149
2023
Q4 		$496K Sell
9,572
-221
-2% -$10.7K 0.11% 181
2023
Q3 		$456K Sell
9,793
-2,312
-19% -$112K 0.12% 173
2023
Q2 		$583K Buy
12,105
+265
+2% +$12.1K 0.16% 149
2023
Q1 		$526K Buy
11,840
+239
+2% +$10.4K 0.15% 143
2022
Q4 		$483K Buy
11,601
+722
+7% +$30.2K 0.15% 132
2022
Q3 		$422K Buy
10,879
+300
+3% +$12.9K 0.15% 120
2022
Q2 		$431K Buy
+10,579
New +$469K 0.14% 133

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 $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JT Stratford LLC's DFUS Position: Q1 2026 in Review

JT Stratford LLC increased its Dimensional US Equity ETF (DFUS) stake by 11% in Q1 2026, buying an estimated $175K and bringing the position to 23,814 shares worth $1.69M. The position accounts for 0.22% of the portfolio, ranked #112.

JT Stratford LLC first reported a position in DFUS in Q2 2022 and has held it in 16 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • JT Stratford LLC held 23,814 shares of Dimensional US Equity ETF worth $1.69M as of Q1 2026.
  • JT Stratford LLC bought 2,364 Dimensional US Equity ETF shares in Q1 2026, an estimated $175K.
  • Dimensional US Equity ETF made up 0.22% of JT Stratford LLC's portfolio in Q1 2026, its #112 holding.
  • JT Stratford LLC first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.