McLean Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

McLean Asset 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	$45.6M	Sell	642,571 -8,629	-1%	-$639K	7.97%	3
2025 Q4	$49M	Sell	651,200 -8,978	-1%	-$660K	8.79%	2
2025 Q3	$48.3M	Sell	660,178 -15,249	-2%	-$1.06M	9.94%	2
2025 Q2	$45.5M	Buy	675,427 +965	+0.1%	+$59.8K	11.94%	1
2025 Q1	$36.2M	Sell	674,462 -12,113	-2%	-$774K	11.95%	1
2024 Q4	$43.8M	Sell	686,575 -9,298	-1%	-$596K	13.15%	1
2024 Q3	$43.2M	Buy	695,873 +9,003	+1%	+$539K	13.03%	1
2024 Q2	$41.6M	Buy	686,870 +2,613	+0.4%	+$149K	13.46%	1
2024 Q1	$38.7M	Sell	684,257 -10,410	-1%	-$564K	13.25%	1
2023 Q4	$35.4M	Sell	694,667 -2,319	-0.3%	-$112K	13.26%	1
2023 Q3	$32.9M	Sell	696,986 -8,142	-1%	-$394K	13.51%	1
2023 Q2	$34M	Sell	705,128 -1,493	-0.2%	-$67.9K	13.31%	1
2023 Q1	$31.4M	Sell	706,621 -95,374	-12%	-$4.14M	12.92%	1
2022 Q4	$33.4M	Sell	801,995 -3,270	-0.4%	-$137K	11.37%	1
2022 Q3	$31.8M	Buy	805,265 +3,183	+0.4%	+$137K	12.27%	1
2022 Q2	$33.2M	Buy	+802,082	New	+$35.5M	13.24%	1
2022 Q1	–	Sell	-810,842	Closed	-$41.5M	–	135
2021 Q4	$41.5M	Buy	810,842 +1,251	+0.2%	+$62.9K	16.03%	1
2021 Q3	$40.5M	Sell	809,591 -2,802	-0.3%	-$136K	15.55%	1
2021 Q2	$38.4M	Buy	+812,393	New	+$37.9M	17.11%	1

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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 $2.57B AUM 21.7% 1-Year Est. Return

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

McLean Asset Management's DFUS Position: Q1 2026 in Review

McLean Asset Management reduced its Dimensional US Equity ETF (DFUS) stake by 1.3% in Q1 2026, selling an estimated $639K and leaving 642,571 shares worth $45.6M. The position accounts for 7.97% of the portfolio, ranked #3.

McLean Asset Management first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. The position peaked at $49M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

McLean Asset Management held 642,571 shares of Dimensional US Equity ETF worth $45.6M as of Q1 2026.
McLean Asset Management sold 8,629 Dimensional US Equity ETF shares in Q1 2026, an estimated $639K.
Dimensional US Equity ETF made up 7.97% of McLean Asset Management's portfolio in Q1 2026, its #3 holding.
McLean Asset Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
McLean Asset Management's Dimensional US Equity ETF position peaked at $49M in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.