Pacific Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Pacific 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 Q3	$350K	Sell	4,216 -793	-16%	-$65.8K	0.17%	49
2026 Q2	$410K	Buy	5,009 +9	+0.2%	+$712	0.2%	50
2026 Q1	$355K	Buy	5,000 +7	+0.1%	+$519	0.2%	51
2025 Q4	$370K	Buy	4,993 +8	+0.2%	+$588	0.22%	46
2025 Q3	$361K	Buy	4,985 +1,509	+43%	+$105K	0.25%	42
2025 Q2	$233K	Buy	+3,476	New	+$215K	0.19%	51

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Pacific Asset Management's DFUS Position: Q3 2026 in Review

Pacific Asset Management reduced its Dimensional US Equity ETF (DFUS) stake by 16% in Q3 2026, selling an estimated $65.8K and leaving 4,216 shares worth $350K. The position accounts for 0.17% of the portfolio, ranked #49.

Pacific Asset Management first reported a position in DFUS in Q2 2025 and has held it in 6 quarters since. The position peaked at $410K in Q2 2026. 357 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Pacific Asset Management held 4,216 shares of Dimensional US Equity ETF worth $350K as of Q3 2026.
Pacific Asset Management sold 793 Dimensional US Equity ETF shares in Q3 2026, an estimated $65.8K.
Dimensional US Equity ETF made up 0.17% of Pacific Asset Management's portfolio in Q3 2026, its #49 holding.
Pacific Asset Management first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 6 quarters since.
Pacific Asset Management's Dimensional US Equity ETF position peaked at $410K in Q2 2026.
357 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Pacific Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.