Morgan Stanley
DFUS

Morgan Stanley’s Dimensional US Equity ETF DFUS Stock Holding History

Morgan Stanley’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
Q2 		$25.1M Sell
306,785
-153
-0% -$12.1K ﹤0.01% 2896
2026
Q1 		$21.8M Sell
306,938
-39,352
-11% -$2.92M ﹤0.01% 2869
2025
Q4 		$25.7M Sell
346,290
-2,176
-0.6% -$160K ﹤0.01% 2704
2025
Q3 		$25.2M Sell
348,466
-18,336
-5% -$1.28M ﹤0.01% 2670
2025
Q2 		$24.6M Buy
366,802
+19,071
+5% +$1.18M ﹤0.01% 2596
2025
Q1 		$21M Buy
347,731
+7,234
+2% +$462K ﹤0.01% 2654
2024
Q4 		$21.7M Buy
340,497
+181,879
+115% +$11.7M ﹤0.01% 2669
2024
Q3 		$9.87M Buy
158,618
+267
+0.2% +$16K ﹤0.01% 3439
2024
Q2 		$9.32M Buy
158,351
+19,043
+14% +$1.08M ﹤0.01% 3379
2024
Q1 		$7.94M Buy
139,308
+5,744
+4% +$311K ﹤0.01% 3524
2023
Q4 		$6.92M Buy
133,564
+33,113
+33% +$1.6M ﹤0.01% 3654
2023
Q3 		$4.68M Buy
100,451
+7,823
+8% +$378K ﹤0.01% 3803
2023
Q2 		$4.46M Buy
92,628
+14,530
+19% +$661K ﹤0.01% 3859
2023
Q1 		$3.47M Sell
78,098
-1,641
-2% -$71.3K ﹤0.01% 4081
2022
Q4 		$3.32M Buy
79,739
+15,579
+24% +$651K ﹤0.01% 4104
2022
Q3 		$2.49M Sell
64,160
-4,114
-6% -$177K ﹤0.01% 4276
2022
Q2 		$2.78M Buy
68,274
+41,003
+150% +$1.82M ﹤0.01% 4281
2022
Q1 		$1.34M Buy
27,271
+11,629
+74% +$562K ﹤0.01% 4794
2021
Q4 		$809K Buy
15,642
+2,151
+16% +$108K ﹤0.01% 5234
2021
Q3 		$636K Buy
13,491
+1,761
+15% +$85.2K ﹤0.01% 5346
2021
Q2 		$553K Buy
+11,730
New +$547K ﹤0.01% 5465

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Morgan Stanley's DFUS Position: Q2 2026 in Review

Morgan Stanley reduced its Dimensional US Equity ETF (DFUS) stake by 0.05% in Q2 2026, selling an estimated $12.1K and leaving 306,785 shares worth $25.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Morgan Stanley first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $25.7M in Q4 2025. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Morgan Stanley held 306,785 shares of Dimensional US Equity ETF worth $25.1M as of Q2 2026.
  • Morgan Stanley sold 153 Dimensional US Equity ETF shares in Q2 2026, an estimated $12.1K.
  • Dimensional US Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2896 holding.
  • Morgan Stanley first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Dimensional US Equity ETF position peaked at $25.7M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.