MGIA
DFUS

Moneta Group Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Moneta Group Investment Advisors’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 		$2.9M Buy
40,872
+8
+0% +$593 0.02% 225
2025
Q4 		$3.03M Buy
40,864
+1,820
+5% +$134K 0.02% 222
2025
Q3 		$2.83M Sell
39,044
-62
-0.2% -$4.32K 0.02% 229
2025
Q2 		$2.62M Buy
39,106
+70
+0.2% +$4.33K 0.03% 200
2025
Q1 		$2.36M Buy
39,036
+10,921
+39% +$698K 0.03% 195
2024
Q4 		$1.79M Sell
28,115
-400
-1% -$25.6K 0.03% 223
2024
Q3 		$1.77M Buy
28,515
+5,377
+23% +$322K 0.03% 209
2024
Q2 		$1.36M Buy
23,138
+4
+0% +$227 0.02% 232
2024
Q1 		$1.32M Sell
23,134
-10,726
-32% -$581K 0.02% 231
2023
Q4 		$1.75M Buy
33,860
+8
+0% +$387 0.03% 186
2023
Q3 		$1.58M Sell
33,852
-845
-2% -$40.9K 0.04% 184
2023
Q2 		$1.67M Buy
34,697
+10,687
+45% +$486K 0.04% 181
2023
Q1 		$1.07M Buy
24,010
+10,386
+76% +$451K 0.03% 209
2022
Q4 		$603K Sell
13,624
-879
-6% -$36.8K 0.02% 266
2022
Q3 		$563K Sell
14,503
-1,325
-8% -$57K 0.02% 260
2022
Q2 		$645K Buy
15,828
+7,342
+87% +$325K 0.02% 263
2022
Q1 		$416K Buy
8,486
+807
+11% +$39K 0.02% 315
2021
Q4 		$397K Buy
7,679
+3
+0% +$151 0.02% 329
2021
Q3 		$362K Sell
7,676
-6
-0.1% -$290 0.02% 329
2021
Q2 		$362K Buy
+7,682
New +$358K 0.02% 331

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

Moneta Group Investment Advisors's DFUS Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.02% in Q1 2026, buying an estimated $593 and bringing the position to 40,872 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #225.

Moneta Group Investment Advisors first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.03M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Moneta Group Investment Advisors held 40,872 shares of Dimensional US Equity ETF worth $2.9M as of Q1 2026.
  • Moneta Group Investment Advisors bought 8 Dimensional US Equity ETF shares in Q1 2026, an estimated $593.
  • Dimensional US Equity ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #225 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Moneta Group Investment Advisors's Dimensional US Equity ETF position peaked at $3.03M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.