OPS
DFUS

Orion Portfolio Solutions’s Dimensional US Equity ETF DFUS Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$2.76M Buy
45,621
+423
+0.9% +$27K 0.03% 565
2024
Q4 		$2.88M Sell
45,198
-297
-0.7% -$19K 0.03% 531
2024
Q3 		$2.83M Sell
45,495
-225
-0.5% -$13.5K 0.03% 531
2024
Q2 		$2.69M Sell
45,720
-367
-0.8% -$20.9K 0.03% 514
2024
Q1 		$2.63M Buy
46,087
+4,267
+10% +$231K 0.03% 530
2023
Q4 		$2.16M Sell
41,820
-1,461
-3% -$70.7K 0.03% 593
2023
Q3 		$2.01M Buy
43,281
+271
+0.6% +$13.1K 0.02% 609
2023
Q2 		$2.07M Sell
43,010
-1,595
-4% -$72.6K 0.02% 637
2023
Q1 		$1.98M Buy
44,605
+34,390
+337% +$1.49M 0.02% 592
2022
Q4 		$425K Sell
10,215
-130
-1% -$5.43K 0.01% 546
2022
Q3 		$402K Sell
10,345
-86
-0.8% -$3.7K 0.02% 481
2022
Q2 		$425K Sell
10,431
-109
-1% -$4.83K 0.02% 440
2022
Q1 		$517K Sell
10,540
-1,381
-12% -$66.8K 0.02% 413
2021
Q4 		$616K Sell
11,921
-127
-1% -$6.38K 0.02% 371
2021
Q3 		$568K Buy
12,048
+1,359
+13% +$65.8K 0.02% 361
2021
Q2 		$504K Buy
+10,689
New +$498K 0.02% 361

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Orion Portfolio Solutions's DFUS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Dimensional US Equity ETF (DFUS) stake by 0.94% in Q1 2025, buying an estimated $27K and bringing the position to 45,621 shares worth $2.76M. The position accounts for 0.03% of the portfolio, ranked #565.

Orion Portfolio Solutions first reported a position in DFUS in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.88M in Q4 2024. 704 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • Orion Portfolio Solutions held 45,621 shares of Dimensional US Equity ETF worth $2.76M as of Q1 2025.
  • Orion Portfolio Solutions bought 423 Dimensional US Equity ETF shares in Q1 2025, an estimated $27K.
  • Dimensional US Equity ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #565 holding.
  • Orion Portfolio Solutions first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 16 quarters since.
  • Orion Portfolio Solutions's Dimensional US Equity ETF position peaked at $2.88M in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.