Mutual Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Mutual 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	$416K	Buy	5,862 +2,341	+66%	+$173K	0.01%	971
2025 Q4	$261K	Buy	3,521 +340	+11%	+$25K	0.01%	1138
2025 Q3	$232K	Buy	+3,181	New	+$222K	0.01%	1163
2024 Q1	–	Sell	-164,451	Closed	-$8.52M	–	1090
2023 Q4	$8.52M	Sell	164,451 -178,119	-52%	-$8.62M	0.3%	61
2023 Q3	$15.9M	Buy	342,570 +81,261	+31%	+$3.93M	0.62%	22
2023 Q2	$12.6M	Buy	261,309 +94,615	+57%	+$4.3M	0.48%	27
2023 Q1	$7.41M	Sell	166,694 -10,265	-6%	-$446K	0.3%	68
2022 Q4	$7.36M	Buy	176,959 +19,459	+12%	+$814K	0.33%	61
2022 Q3	$6.11M	Buy	157,500 +5,824	+4%	+$250K	0.31%	64
2022 Q2	$6.18M	Buy	151,676 +29,741	+24%	+$1.32M	0.41%	51
2022 Q1	$5.98M	Sell	121,935 -12,620	-9%	-$610K	0.33%	60
2021 Q4	$6.96M	Buy	134,555 +12,620	+10%	+$634K	0.37%	54
2021 Q3	$5.75M	Hold	121,935	–	–	0.34%	61
2021 Q2	$5.75M	Buy	+121,935	New	+$5.68M	0.34%	67

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 $2.16B AUM 18.08% 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

Mutual Advisors's DFUS Position: Q1 2026 in Review

Mutual Advisors increased its Dimensional US Equity ETF (DFUS) stake by 66% in Q1 2026, buying an estimated $173K and bringing the position to 5,862 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #971.

Mutual Advisors first reported a position in DFUS in Q2 2021 and has held it in 14 quarters since. The position peaked at $15.9M in Q3 2023. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Mutual Advisors held 5,862 shares of Dimensional US Equity ETF worth $416K as of Q1 2026.
Mutual Advisors bought 2,341 Dimensional US Equity ETF shares in Q1 2026, an estimated $173K.
Dimensional US Equity ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #971 holding.
Mutual Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 14 quarters since.
Mutual Advisors's Dimensional US Equity ETF position peaked at $15.9M in Q3 2023.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.