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DFUS

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

NewEdge 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 		$6.03M Sell
85,027
-334
-0.4% -$24.8K 0.02% 621
2025
Q4 		$6.33M Sell
85,361
-24,943
-23% -$1.83M 0.02% 576
2025
Q3 		$7.99M Buy
110,304
+15,370
+16% +$1.07M 0.04% 462
2025
Q2 		$6.36M Sell
94,934
-3,219
-3% -$199K 0.03% 495
2025
Q1 		$5.94M Sell
98,153
-56,772
-37% -$3.63M 0.04% 455
2024
Q4 		$9.88M Buy
154,925
+13,461
+10% +$863K 0.06% 314
2024
Q3 		$8.8M Buy
141,464
+125,991
+814% +$7.54M 0.06% 327
2024
Q2 		$911K Buy
15,473
+433
+3% +$24.6K 0.01% 1120
2024
Q1 		$857K Buy
15,040
+3,928
+35% +$213K 0.01% 1071
2023
Q4 		$584K Buy
11,112
+56
+0.5% +$2.71K 0.01% 1204
2023
Q3 		$515K Buy
11,056
+1,394
+14% +$67.4K 0.01% 1154
2023
Q2 		$465K Buy
9,662
+9,131
+1,720% +$415K 0.01% 1228
2023
Q1 		$23.6K Sell
531
-2,462
-82% -$107K ﹤0.01% 2282
2022
Q4 		$125K Buy
+2,993
New +$125K ﹤0.01% 1357

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
VT
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
PL
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return