Parkside Financial Bank & Trust’s Dimensional US Equity ETF DFUS Stock Holding History

Parkside Financial Bank & Trust’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	$1.38M	Hold	19,463	–	–	0.11%	127
2025 Q4	$1.44M	Sell	19,463 -2,863	-13%	-$210K	0.11%	120
2025 Q3	$1.62M	Hold	22,326	–	–	0.12%	108
2025 Q2	$1.5M	Hold	22,326	–	–	0.16%	108
2025 Q1	$1.35M	Buy	22,326 +2,264	+11%	+$145K	0.17%	104
2024 Q4	$1.28M	Sell	20,062 -1,334	-6%	-$85.5K	0.17%	99
2024 Q3	$1.33M	Hold	21,396	–	–	0.19%	95
2024 Q2	$1.26M	Sell	21,396 -735	-3%	-$41.8K	0.2%	84
2024 Q1	$1.26M	Sell	22,131 -1,646	-7%	-$89.1K	0.2%	85
2023 Q4	$1.23M	Buy	23,777 +96	+0.4%	+$4.65K	0.22%	78
2023 Q3	$1.1M	Sell	23,681 -1,017	-4%	-$49.2K	0.26%	73
2023 Q2	$1.19M	Hold	24,698	–	–	0.28%	62
2023 Q1	$1.1M	Sell	24,698 -605	-2%	-$26.3K	0.3%	60
2022 Q4	$1.05M	Hold	25,303	–	–	0.3%	56
2022 Q3	$982K	Hold	25,303	–	–	0.31%	55
2022 Q2	$1.03M	Buy	25,303 +1,017	+4%	+$45.1K	0.32%	54
2022 Q1	$1.19M	Hold	24,286	–	–	0.32%	57
2021 Q4	$1.26M	Hold	24,286	–	–	0.31%	57
2021 Q3	$1.15M	Hold	24,286	–	–	0.34%	41
2021 Q2	$1.14M	Buy	+24,286	New	+$1.13M	0.33%	41

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Parkside Financial Bank & Trust's DFUS Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 19,463 shares worth $1.38M. The position accounts for 0.11% of the portfolio, ranked #127.

Parkside Financial Bank & Trust first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.62M in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Parkside Financial Bank & Trust held 19,463 shares of Dimensional US Equity ETF worth $1.38M as of Q1 2026.
Parkside Financial Bank & Trust left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.11% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #127 holding.
Parkside Financial Bank & Trust first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Parkside Financial Bank & Trust's Dimensional US Equity ETF position peaked at $1.62M in Q3 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.