Nicolet Bankshares’s Dimensional US Equity ETF DFUS Stock Holding History

Nicolet Bankshares’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	$525K	Sell	7,400 -336	-4%	-$24.9K	0.02%	374
2025 Q4	$574K	Hold	7,736	–	–	0.09%	139
2025 Q3	$560K	Hold	7,736	–	–	0.09%	140
2025 Q2	$518K	Hold	7,736	–	–	0.09%	140
2025 Q1	$468K	Hold	7,736	–	–	0.09%	139
2024 Q4	$493K	Hold	7,736	–	–	0.12%	132
2024 Q3	$481K	Hold	7,736	–	–	0.12%	136
2024 Q2	$455K	Hold	7,736	–	–	0.11%	133
2024 Q1	$441K	Hold	7,736	–	–	0.11%	141
2023 Q4	$401K	Buy	+7,736	New	+$374K	0.11%	145

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

Nicolet Bankshares's DFUS Position: Q1 2026 in Review

Nicolet Bankshares reduced its Dimensional US Equity ETF (DFUS) stake by 4.3% in Q1 2026, selling an estimated $24.9K and leaving 7,400 shares worth $525K. The position accounts for 0.02% of the portfolio, ranked #374.

Nicolet Bankshares first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $574K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Nicolet Bankshares held 7,400 shares of Dimensional US Equity ETF worth $525K as of Q1 2026.
Nicolet Bankshares sold 336 Dimensional US Equity ETF shares in Q1 2026, an estimated $24.9K.
Dimensional US Equity ETF made up 0.02% of Nicolet Bankshares's portfolio in Q1 2026, its #374 holding.
Nicolet Bankshares first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Nicolet Bankshares's Dimensional US Equity ETF position peaked at $574K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Nicolet Bankshares's 13F filing for Q1 2026, filed 14 May 2026.