Mustard Seed Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Mustard Seed Financial’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	$1.02M	Buy	14,447 +1,066	+8%	+$79K	0.61%	33
2025 Q4	$992K	Sell	13,381 -403	-3%	-$29.6K	0.62%	37
2025 Q3	$998K	Buy	13,784 +1	+0%	+$70	0.64%	34
2025 Q2	$924K	Buy	13,783 +1	+0%	+$62	0.67%	32
2025 Q1	$834K	Sell	13,782 -32	-0.2%	-$2.04K	0.67%	32
2024 Q4	$881K	Sell	13,814 -412	-3%	-$26.4K	0.72%	34
2024 Q3	$885K	Sell	14,226 -168	-1%	-$10.1K	0.73%	31
2024 Q2	$847K	Sell	14,394 -211	-1%	-$12K	0.81%	29
2024 Q1	$832K	Sell	14,605 -585	-4%	-$31.7K	0.83%	29
2023 Q4	$787K	Buy	+15,190	New	+$735K	0.89%	29

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

Mustard Seed Financial's DFUS Position: Q1 2026 in Review

Mustard Seed Financial increased its Dimensional US Equity ETF (DFUS) stake by 8% in Q1 2026, buying an estimated $79K and bringing the position to 14,447 shares worth $1.02M. The position accounts for 0.61% of the portfolio, ranked #33.

Mustard Seed Financial first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Mustard Seed Financial held 14,447 shares of Dimensional US Equity ETF worth $1.02M as of Q1 2026.
Mustard Seed Financial bought 1,066 Dimensional US Equity ETF shares in Q1 2026, an estimated $79K.
Dimensional US Equity ETF made up 0.61% of Mustard Seed Financial's portfolio in Q1 2026, its #33 holding.
Mustard Seed Financial first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.