P
DFUS

&Partners’s Dimensional US Equity ETF DFUS Stock Holding History

&Partners’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 		$2.31M Buy
32,508
+10,237
+46% +$759K 0.01% 840
2025
Q4 		$1.65M Buy
22,271
+4,092
+23% +$301K 0.01% 956
2025
Q3 		$1.32M Buy
18,179
+1,990
+12% +$139K 0.01% 963
2025
Q2 		$1.08M Buy
+16,189
New +$1M 0.01% 945

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

&Partners's DFUS Position: Q1 2026 in Review

&Partners increased its Dimensional US Equity ETF (DFUS) stake by 46% in Q1 2026, buying an estimated $759K and bringing the position to 32,508 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #840.

&Partners first reported a position in DFUS in Q2 2025 and has held it in 4 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • &Partners held 32,508 shares of Dimensional US Equity ETF worth $2.31M as of Q1 2026.
  • &Partners bought 10,237 Dimensional US Equity ETF shares in Q1 2026, an estimated $759K.
  • Dimensional US Equity ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #840 holding.
  • &Partners first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.