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 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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Pacific Asset Management's DFUS Position: Q2 2026 in Review

Pacific Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 0.18% in Q2 2026, buying an estimated $712 and bringing the position to 5,009 shares worth $410K. The position accounts for 0.2% of the portfolio, ranked #50.

Pacific Asset Management first reported a position in DFUS in Q2 2025 and has held it in 5 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Pacific Asset Management held 5,009 shares of Dimensional US Equity ETF worth $410K as of Q2 2026.
Pacific Asset Management bought 9 Dimensional US Equity ETF shares in Q2 2026, an estimated $712.
Dimensional US Equity ETF made up 0.2% of Pacific Asset Management's portfolio in Q2 2026, its #50 holding.
Pacific Asset Management first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 5 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Pacific Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.