Northern Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Northern Financial 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	$279K	Buy	+3,929	New	+$291K	0.2%	96
2025 Q4	–	Sell	-3,921	Closed	-$284K	–	99
2025 Q3	$284K	Sell	3,921 -425	-10%	-$29.6K	0.15%	105
2025 Q2	$291K	Buy	4,346 +4	+0.1%	+$248	0.22%	93
2025 Q1	$263K	Buy	4,342 +3	+0.1%	+$192	0.22%	93
2024 Q4	$277K	Buy	4,339 +6	+0.1%	+$385	0.22%	94
2024 Q3	$270K	Sell	4,333 -404	-9%	-$24.2K	0.2%	97
2024 Q2	$279K	Buy	4,737 +5	+0.1%	+$284	0.22%	94
2024 Q1	$270K	Buy	4,732 +4	+0.1%	+$217	0.21%	103
2023 Q4	$245K	Sell	4,728 -1,041	-18%	-$50.4K	0.21%	106
2023 Q3	$269K	Buy	5,769 +11	+0.2%	+$532	0.25%	99
2023 Q2	$277K	Buy	5,758 +10	+0.2%	+$455	0.24%	97
2023 Q1	$255K	Buy	5,748 +9	+0.2%	+$391	0.24%	97
2022 Q4	$239K	Buy	+5,739	New	+$240K	0.27%	86

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

Northern Financial Advisors's DFUS Position: Q1 2026 in Review

Northern Financial Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q1 2026: 3,929 shares worth $279K. The stake represents 0.2% of the portfolio and ranks #96 among its holdings. This is a return to the name: Northern Financial Advisors previously reported a position in DFUS as recently as Q3 2025.

Northern Financial Advisors first reported a position in DFUS in Q4 2022 and has held it in 13 quarters since. The position peaked at $291K in Q2 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Northern Financial Advisors held 3,929 shares of Dimensional US Equity ETF worth $279K as of Q1 2026.
Dimensional US Equity ETF was a new Northern Financial Advisors position in Q1 2026.
Dimensional US Equity ETF made up 0.2% of Northern Financial Advisors's portfolio in Q1 2026, its #96 holding.
Northern Financial Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 13 quarters since.
Northern Financial Advisors's Dimensional US Equity ETF position peaked at $291K in Q2 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.