Nalls Sherbakoff Group’s Dimensional US Equity ETF DFUS Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$758K	Buy	10,222 +19	+0.2%	+$1.4K	0.55%	39
2025 Q3	$739K	Buy	10,203 +22	+0.2%	+$1.53K	0.5%	44
2025 Q2	$682K	Buy	10,181 +24	+0.2%	+$1.49K	0.5%	44
2025 Q1	$614K	Buy	+10,157	New	+$649K	0.5%	42
2023 Q4	$509K	Sell	9,825 -1,275	-11%	-$61.7K	0.45%	38
2023 Q3	$517K	Buy	11,100 +58	+0.5%	+$2.81K	0.5%	38
2023 Q2	$499K	Hold	11,042	–	–	0.49%	40
2023 Q1	$484K	Buy	+11,042	New	+$480K	0.48%	41

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 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

Nalls Sherbakoff Group's DFUS Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Dimensional US Equity ETF (DFUS) stake by 0.19% in Q4 2025, buying an estimated $1.4K and bringing the position to 10,222 shares worth $758K. The position accounts for 0.55% of the portfolio, ranked #39.

Nalls Sherbakoff Group first reported a position in DFUS in Q1 2023 and has held it in 8 quarters since. 842 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

Nalls Sherbakoff Group held 10,222 shares of Dimensional US Equity ETF worth $758K as of Q4 2025.
Nalls Sherbakoff Group bought 19 Dimensional US Equity ETF shares in Q4 2025, an estimated $1.4K.
Dimensional US Equity ETF made up 0.55% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #39 holding.
Nalls Sherbakoff Group first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 8 quarters since.
842 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.