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 Q3	$48.9M	Sell	612,348 -8,778	-1%	-$728K	6.52%	3
2026 Q2	$50.7M	Sell	621,126 -21,445	-3%	-$1.7M	6.7%	3
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

McLean Asset Management's DFUS Position: Q3 2026 in Review

McLean Asset Management reduced its Dimensional US Equity ETF (DFUS) stake by 1.4% in Q3 2026, selling an estimated $728K and leaving 612,348 shares worth $48.9M. The position accounts for 6.52% of the portfolio, ranked #3.

McLean Asset Management first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $50.7M in Q2 2026. 561 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

McLean Asset Management held 612,348 shares of Dimensional US Equity ETF worth $48.9M as of Q3 2026.
McLean Asset Management sold 8,778 Dimensional US Equity ETF shares in Q3 2026, an estimated $728K.
Dimensional US Equity ETF made up 6.52% of McLean Asset Management's portfolio in Q3 2026, its #3 holding.
McLean Asset Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
McLean Asset Management's Dimensional US Equity ETF position peaked at $50.7M in Q2 2026.
561 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.