Osaic Holdings
DFUS icon

Osaic Holdings’s Dimensional US Equity ETF DFUS Stock Holding History

Osaic Holdings’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
Q3 		$28.2M Buy
338,917
+41,079
+14% +$3.41M 0.03% 534
2026
Q2 		$24.4M Buy
297,838
+14,205
+5% +$1.12M 0.03% 596
2026
Q1 		$20.1M Sell
283,633
-4,172
-1% -$309K 0.03% 577
2025
Q4 		$21.3M Sell
287,805
-23,836
-8% -$1.75M 0.03% 551
2025
Q3 		$22.2M Buy
311,641
+12,816
+4% +$893K 0.03% 570
2025
Q2 		$19.7M Buy
298,825
+102,607
+52% +$6.35M 0.04% 500
2025
Q1 		$11.9M Buy
196,218
+35,986
+22% +$2.3M 0.03% 614
2024
Q4 		$10.2M Buy
160,232
+14,291
+10% +$916K 0.02% 645
2024
Q3 		$9.08M Sell
145,941
-22,939
-14% -$1.37M 0.02% 722
2024
Q2 		$9.9M Sell
168,880
-15,762
-9% -$896K 0.02% 631
2024
Q1 		$10.5M Sell
184,642
-102,625
-36% -$5.56M 0.02% 661
2023
Q4 		$14.9M Sell
287,267
-81,854
-22% -$3.96M 0.03% 587
2023
Q3 		$17.2M Buy
369,121
+135,155
+58% +$6.54M 0.03% 601
2023
Q2 		$11.3M Buy
233,966
+33,771
+17% +$1.54M 0.02% 700
2023
Q1 		$8.89M Buy
200,195
+5,789
+3% +$251K 0.02% 820
2022
Q4 		$8.09M Buy
194,406
+38,476
+25% +$1.61M 0.02% 831
2022
Q3 		$6.05M Buy
155,930
+6,416
+4% +$276K 0.01% 909
2022
Q2 		$6.09M Buy
149,514
+62,172
+71% +$2.75M 0.01% 921
2022
Q1 		$4.28M Sell
87,342
-68,034
-44% -$3.29M 0.01% 1315
2021
Q4 		$8.03M Sell
155,376
-10,443
-6% -$525K 0.02% 851
2021
Q3 		$7.82M Sell
165,819
-7,166
-4% -$347K 0.02% 788
2021
Q2 		$8.15M Buy
+172,985
New +$8.06M 0.02% 749

Other funds holding DFUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Osaic Holdings's DFUS Position: Q3 2026 in Review

Osaic Holdings increased its Dimensional US Equity ETF (DFUS) stake by 14% in Q3 2026, buying an estimated $3.41M and bringing the position to 338,917 shares worth $28.2M. The position accounts for 0.03% of the portfolio, ranked #534.

Osaic Holdings first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. 795 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Osaic Holdings held 338,917 shares of Dimensional US Equity ETF worth $28.2M as of Q3 2026.
  • Osaic Holdings bought 41,079 Dimensional US Equity ETF shares in Q3 2026, an estimated $3.41M.
  • Dimensional US Equity ETF made up 0.03% of Osaic Holdings's portfolio in Q3 2026, its #534 holding.
  • Osaic Holdings first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
  • 795 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.