KA
DFUS

Kovack Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Kovack Advisors’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 		$1.17M Buy
16,525
+135
+0.8% +$10K 0.06% 316
2025
Q4 		$1.22M Buy
+16,390
New +$1.2M 0.06% 311

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

Kovack Advisors's DFUS Position: Q1 2026 in Review

Kovack Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.82% in Q1 2026, buying an estimated $10K and bringing the position to 16,525 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #316.

Kovack Advisors first reported a position in DFUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.22M in Q4 2025. 851 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Kovack Advisors held 16,525 shares of Dimensional US Equity ETF worth $1.17M as of Q1 2026.
  • Kovack Advisors bought 135 Dimensional US Equity ETF shares in Q1 2026, an estimated $10K.
  • Dimensional US Equity ETF made up 0.06% of Kovack Advisors's portfolio in Q1 2026, its #316 holding.
  • Kovack Advisors first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Kovack Advisors's Dimensional US Equity ETF position peaked at $1.22M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.