Ken Fisher’s Dimensional US Equity ETF DFUS Stock Holding History

Ken Fisher’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 Q3	–	Sell	-4,180	Closed	-$280K	–	1028
2025 Q2	$280K	Buy	4,180 +709	+20%	+$43.9K	﹤0.01%	899
2025 Q1	$210K	Sell	3,471 -8,969	-72%	-$573K	﹤0.01%	973
2024 Q4	$793K	Buy	12,440 +7,337	+144%	+$470K	﹤0.01%	698
2024 Q3	$317K	Hold	5,103	–	–	﹤0.01%	824
2024 Q2	$300K	Buy	5,103 +1,262	+33%	+$71.7K	﹤0.01%	880
2024 Q1	$219K	Buy	+3,841	New	+$208K	﹤0.01%	924
2022 Q1	–	Sell	-6,859	Closed	-$355K	–	966
2021 Q4	$355K	Buy	+6,859	New	+$345K	﹤0.01%	818

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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 $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Ken Fisher's DFUS Position: Q3 2025 in Review

Ken Fisher sold out of Dimensional US Equity ETF (DFUS) in Q3 2025, closing a stake of 4,180 shares — an estimated $280K sold.

Ken Fisher first reported a position in DFUS in Q4 2021 and held it in 7 quarters. The position peaked at $793K in Q4 2024. 762 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

Ken Fisher reported no remaining Dimensional US Equity ETF position as of Q3 2025 after selling out during the quarter.
Ken Fisher sold 4,180 Dimensional US Equity ETF shares in Q3 2025, an estimated $280K.
Ken Fisher first reported a position in Dimensional US Equity ETF in Q4 2021 and held it in 7 quarters.
Ken Fisher's Dimensional US Equity ETF position peaked at $793K in Q4 2024.
762 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.