Naples Global Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Naples Global 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	$933K	Hold	13,152	–	–	0.07%	241
2025 Q4	$975K	Hold	13,152	–	–	0.07%	239
2025 Q3	$953K	Hold	13,152	–	–	0.07%	241
2025 Q2	$881K	Hold	13,152	–	–	0.08%	241
2025 Q1	$795K	Hold	13,152	–	–	0.08%	241
2024 Q4	$838K	Hold	13,152	–	–	0.08%	242
2024 Q3	$818K	Hold	13,152	–	–	0.08%	248
2024 Q2	$774K	Buy	13,152 +36	+0.3%	+$2.05K	0.08%	244
2024 Q1	$747K	Buy	13,116 +27	+0.2%	+$1.46K	0.08%	246
2023 Q4	$678K	Buy	13,089 +59	+0.5%	+$2.86K	0.07%	249
2023 Q3	$607K	Buy	13,030 +44	+0.3%	+$2.13K	0.07%	255
2023 Q2	$625K	Buy	12,986 +44	+0.3%	+$2K	0.07%	252
2023 Q1	$575K	Buy	12,942 +40	+0.3%	+$1.74K	0.07%	264
2022 Q4	$537K	Buy	12,902 +60	+0.5%	+$2.51K	0.07%	270
2022 Q3	$499K	Buy	12,842 +50	+0.4%	+$2.15K	0.07%	266
2022 Q2	$521K	Buy	12,792 +47	+0.4%	+$2.08K	0.07%	265
2022 Q1	$625K	Buy	12,745 +29	+0.2%	+$1.4K	0.07%	253
2021 Q4	$657K	Buy	12,716 +50	+0.4%	+$2.51K	0.08%	251
2021 Q3	$597K	Buy	12,666 +35	+0.3%	+$1.69K	0.08%	254
2021 Q2	$595K	Buy	+12,631	New	+$589K	0.08%	254

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

Naples Global Advisors's DFUS Position: Q1 2026 in Review

Naples Global Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 13,152 shares worth $933K. The position accounts for 0.07% of the portfolio, ranked #241.

Naples Global Advisors first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $975K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Naples Global Advisors held 13,152 shares of Dimensional US Equity ETF worth $933K as of Q1 2026.
Naples Global Advisors left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.07% of Naples Global Advisors's portfolio in Q1 2026, its #241 holding.
Naples Global Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Naples Global Advisors's Dimensional US Equity ETF position peaked at $975K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.