PAM
DFUS

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
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

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

Pacific Asset Management's DFUS Position: Q1 2026 in Review

Pacific Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 0.14% in Q1 2026, buying an estimated $519 and bringing the position to 5,000 shares worth $355K. The position accounts for 0.2% of the portfolio, ranked #51.

Pacific Asset Management first reported a position in DFUS in Q2 2025 and has held it in 4 quarters since. The position peaked at $370K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Pacific Asset Management held 5,000 shares of Dimensional US Equity ETF worth $355K as of Q1 2026.
  • Pacific Asset Management bought 7 Dimensional US Equity ETF shares in Q1 2026, an estimated $519.
  • Dimensional US Equity ETF made up 0.2% of Pacific Asset Management's portfolio in Q1 2026, its #51 holding.
  • Pacific Asset Management first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Pacific Asset Management's Dimensional US Equity ETF position peaked at $370K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Pacific Asset Management's 13F filing for Q1 2026, filed 4 May 2026.