NP
DFUS

NorthRock Partners’s Dimensional US Equity ETF DFUS Stock Holding History

NorthRock Partners’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 		$873K Buy
12,315
+26
+0.2% +$1.93K 0.01% 325
2025
Q4 		$911K Buy
12,289
+1,214
+11% +$89.2K 0.02% 287
2025
Q3 		$802K Buy
11,075
+27
+0.2% +$1.88K 0.01% 396
2025
Q2 		$740K Buy
11,048
+30
+0.3% +$1.86K 0.02% 304
2025
Q1 		$666K Buy
11,018
+25
+0.2% +$1.6K 0.02% 288
2024
Q4 		$701K Buy
10,993
+39
+0.4% +$2.5K 0.02% 267
2024
Q3 		$681K Buy
10,954
+27
+0.2% +$1.62K 0.02% 292
2024
Q2 		$643K Buy
10,927
+30
+0.3% +$1.71K 0.02% 282
2024
Q1 		$621K Buy
10,897
+23
+0.2% +$1.25K 0.02% 306
2023
Q4 		$564K Buy
+10,874
New +$526K 0.02% 291

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 $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

NorthRock Partners's DFUS Position: Q1 2026 in Review

NorthRock Partners increased its Dimensional US Equity ETF (DFUS) stake by 0.21% in Q1 2026, buying an estimated $1.93K and bringing the position to 12,315 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #325.

NorthRock Partners first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $911K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • NorthRock Partners held 12,315 shares of Dimensional US Equity ETF worth $873K as of Q1 2026.
  • NorthRock Partners bought 26 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.93K.
  • Dimensional US Equity ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #325 holding.
  • NorthRock Partners first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • NorthRock Partners's Dimensional US Equity ETF position peaked at $911K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.