MG
DFUS

Mather Group’s Dimensional US Equity ETF DFUS Stock Holding History

Mather Group’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 		$1.19M Buy
16,787
+1,516
+10% +$112K 0.01% 302
2025
Q4 		$1.13M Buy
15,271
+746
+5% +$54.8K 0.01% 264
2025
Q3 		$1.05M Sell
14,525
-448
-3% -$31.2K 0.01% 268
2025
Q2 		$1M Sell
14,973
-69
-0.5% -$4.27K 0.01% 263
2025
Q1 		$910K Buy
15,042
+9,814
+188% +$627K 0.01% 267
2024
Q4 		$333K Sell
5,228
-3,404
-39% -$218K ﹤0.01% 448
2024
Q3 		$537K Buy
8,632
+95
+1% +$5.69K 0.01% 350
2024
Q2 		$486K Hold
8,537
– – 0.01% 422
2024
Q1 		$442K Hold
8,537
– – 0.01% 362
2023
Q4 		$442K Hold
8,537
– – 0.01% 375
2023
Q3 		$397K Hold
8,537
– – 0.01% 377
2023
Q2 		$411K Hold
8,537
– – 0.01% 388
2023
Q1 		$379K Hold
8,537
– – 0.01% 360
2022
Q4 		$355K Hold
8,537
– – 0.01% 360
2022
Q3 		$331K Hold
8,537
– – 0.01% 350
2022
Q2 		$348K Buy
+8,537
New +$378K 0.01% 281

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

Mather Group's DFUS Position: Q1 2026 in Review

Mather Group increased its Dimensional US Equity ETF (DFUS) stake by 9.9% in Q1 2026, buying an estimated $112K and bringing the position to 16,787 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #302.

Mather Group first reported a position in DFUS in Q2 2022 and has held it in 16 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Mather Group held 16,787 shares of Dimensional US Equity ETF worth $1.19M as of Q1 2026.
  • Mather Group bought 1,516 Dimensional US Equity ETF shares in Q1 2026, an estimated $112K.
  • Dimensional US Equity ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #302 holding.
  • Mather Group first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.