MAC
DFUS

Mason & Associates (California)’s Dimensional US Equity ETF DFUS Stock Holding History

Mason & Associates (California)’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
Q2 		$39.5M Sell
481,535
-11,985
-2% -$948K 6.37% 3
2026
Q1 		$34M Sell
493,520
-15,144
-3% -$1.12M 6.59% 3
2025
Q4 		$37.7M Sell
508,664
-8,792
-2% -$646K 7.1% 3
2025
Q3 		$37.5M Buy
517,456
+5,975
+1% +$416K 7.55% 3
2025
Q2 		$34.3M Sell
511,481
-557,594
-52% -$34.5M 7.91% 3
2025
Q1 		$64.7M Sell
1,069,075
-34,285
-3% -$2.19M 16.07% 2
2024
Q4 		$70.3M Buy
1,103,360
+391,488
+55% +$25.1M 16.55% 2
2024
Q3 		$44.3M Buy
711,872
+124,902
+21% +$7.48M 11.05% 3
2024
Q2 		$34.5M Buy
586,970
+28,193
+5% +$1.6M 9.19% 3
2024
Q1 		$31.8M Sell
558,777
-402,804
-42% -$21.8M 8.49% 3
2023
Q4 		$49.8M Buy
961,581
+569,455
+145% +$27.6M 14.65% 3
2023
Q3 		$18.3M Buy
392,126
+387,205
+7,868% +$18.7M 5.84% 6
2023
Q2 		$237K Hold
4,921
– – 0.07% 78
2023
Q1 		$219K Hold
4,921
– – 0.07% 79
2022
Q4 		$205K Buy
+4,921
New +$206K 0.07% 78
2022
Q3 		– Sell
-4,921
Closed -$201K – 85
2022
Q2 		$201K Hold
4,921
– – 0.07% 84
2022
Q1 		$241K Hold
4,921
– – 0.07% 98
2021
Q4 		$254K Buy
+4,921
New +$247K 0.08% 85

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Mason & Associates (California)'s DFUS Position: Q2 2026 in Review

Mason & Associates (California) reduced its Dimensional US Equity ETF (DFUS) stake by 2.4% in Q2 2026, selling an estimated $948K and leaving 481,535 shares worth $39.5M. The position accounts for 6.37% of the portfolio, ranked #3.

Mason & Associates (California) first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $70.3M in Q4 2024. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Mason & Associates (California) held 481,535 shares of Dimensional US Equity ETF worth $39.5M as of Q2 2026.
  • Mason & Associates (California) sold 11,985 Dimensional US Equity ETF shares in Q2 2026, an estimated $948K.
  • Dimensional US Equity ETF made up 6.37% of Mason & Associates (California)'s portfolio in Q2 2026, its #3 holding.
  • Mason & Associates (California) first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Mason & Associates (California)'s Dimensional US Equity ETF position peaked at $70.3M in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.