MFS
DFUS

Mattson Financial Services’s Dimensional US Equity ETF DFUS Stock Holding History

Mattson Financial Services’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
2025
Q2 		– Sell
-3,141
Closed -$190K – 203
2025
Q1 		$190K Buy
+3,141
New +$201K 0.06% 145

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Mattson Financial Services's DFUS Position: Q2 2025 in Review

Mattson Financial Services sold out of Dimensional US Equity ETF (DFUS) in Q2 2025, closing a stake of 3,141 shares — an estimated $190K sold.

Mattson Financial Services first reported a position in DFUS in Q1 2025 and held it in 1 quarter. The position peaked at $190K in Q1 2025. 740 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Mattson Financial Services reported no remaining Dimensional US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 3,141 Dimensional US Equity ETF shares in Q2 2025, an estimated $190K.
  • Mattson Financial Services first reported a position in Dimensional US Equity ETF in Q1 2025 and held it in 1 quarter.
  • Mattson Financial Services's Dimensional US Equity ETF position peaked at $190K in Q1 2025.
  • 740 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.