KA
DFUS

Klingman & Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Klingman & Associates’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 		$831K Hold
11,724
– – 0.04% 142
2025
Q4 		$870K Hold
11,724
– – 0.04% 138
2025
Q3 		$849K Hold
11,724
– – 0.04% 136
2025
Q2 		$786K Hold
11,724
– – 0.04% 128
2025
Q1 		$709K Hold
11,724
– – 0.04% 125
2024
Q4 		$747K Hold
11,724
– – 0.05% 119
2024
Q3 		$729K Sell
11,724
-3,286
-22% -$197K 0.05% 129
2024
Q2 		$883K Hold
15,010
– – 0.06% 104
2024
Q1 		$855K Hold
15,010
– – 0.06% 107
2023
Q4 		$778K Hold
15,010
– – 0.06% 108
2023
Q3 		$699K Hold
15,010
– – 0.06% 112
2023
Q2 		$723K Hold
15,010
– – 0.06% 108
2023
Q1 		$667K Hold
15,010
– – 0.06% 107
2022
Q4 		$625K Hold
15,010
– – 0.05% 104
2022
Q3 		$583K Hold
15,010
– – 0.06% 96
2022
Q2 		$612K Hold
15,010
– – 0.06% 95
2022
Q1 		$736K Hold
15,010
– – 0.06% 90
2021
Q4 		$776K Hold
15,010
– – 0.07% 86
2021
Q3 		$708K Hold
15,010
– – 0.07% 84
2021
Q2 		$707K Buy
+15,010
New +$700K 0.07% 83

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

Klingman & Associates's DFUS Position: Q1 2026 in Review

Klingman & Associates held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 11,724 shares worth $831K. The position accounts for 0.04% of the portfolio, ranked #142.

Klingman & Associates first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $883K in Q2 2024. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Klingman & Associates held 11,724 shares of Dimensional US Equity ETF worth $831K as of Q1 2026.
  • Klingman & Associates left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.04% of Klingman & Associates's portfolio in Q1 2026, its #142 holding.
  • Klingman & Associates first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Klingman & Associates's Dimensional US Equity ETF position peaked at $883K in Q2 2024.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.