OSAM
DFUS

O'Shaughnessy Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

O'Shaughnessy Asset Management’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 		$4.32M Buy
60,919
+3,923
+7% +$291K 0.02% 580
2025
Q4 		$4.23M Hold
56,996
– – 0.02% 565
2025
Q3 		$4.13M Sell
56,996
-200
-0.3% -$13.9K 0.02% 572
2025
Q2 		$3.83M Buy
57,196
+43,527
+318% +$2.7M 0.03% 551
2025
Q1 		$827K Sell
13,669
-8,646
-39% -$552K 0.01% 1077
2024
Q4 		$1.42M Buy
22,315
+5,232
+31% +$335K 0.01% 792
2024
Q3 		$1.08M Buy
17,083
+1,103
+7% +$66K 0.01% 876
2024
Q2 		$940K Buy
15,980
+1,611
+11% +$91.6K 0.01% 872
2024
Q1 		$819K Buy
14,369
+1,398
+11% +$75.7K 0.01% 893
2023
Q4 		$672K Buy
12,971
+1,048
+9% +$50.7K 0.01% 893
2023
Q3 		$555K Buy
11,923
+317
+3% +$15.3K 0.01% 895
2023
Q2 		$559K Hold
11,606
– – 0.01% 841
2023
Q1 		$516K Sell
11,606
-2,448
-17% -$106K 0.01% 858
2022
Q4 		$585K Sell
14,054
-1,839
-12% -$76.9K 0.01% 750
2022
Q3 		$617K Buy
+15,893
New +$683K 0.01% 670

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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return