MCM
DFUS

M1 Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

M1 Capital Management’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 		$344K Sell
4,858
-1,373
-22% -$102K 0.16% 83
2025
Q4 		$462K Sell
6,231
-547
-8% -$40.2K 0.19% 68
2025
Q3 		$491K Hold
6,778
– – 0.21% 63
2025
Q2 		$454K Sell
6,778
-767
-10% -$47.5K 0.23% 59
2025
Q1 		$456K Hold
7,545
– – 0.29% 48
2024
Q4 		$481K Buy
+7,545
New +$484K 0.26% 47

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 $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

M1 Capital Management's DFUS Position: Q1 2026 in Review

M1 Capital Management reduced its Dimensional US Equity ETF (DFUS) stake by 22% in Q1 2026, selling an estimated $102K and leaving 4,858 shares worth $344K. The position accounts for 0.16% of the portfolio, ranked #83.

M1 Capital Management first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $491K in Q3 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • M1 Capital Management held 4,858 shares of Dimensional US Equity ETF worth $344K as of Q1 2026.
  • M1 Capital Management sold 1,373 Dimensional US Equity ETF shares in Q1 2026, an estimated $102K.
  • Dimensional US Equity ETF made up 0.16% of M1 Capital Management's portfolio in Q1 2026, its #83 holding.
  • M1 Capital Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • M1 Capital Management's Dimensional US Equity ETF position peaked at $491K in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.