Pathstone Holdings’s Dimensional US Equity ETF DFUS Stock Holding History

Pathstone Holdings’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	$6.34M	Buy	89,394 +143	+0.2%	+$10.6K	0.03%	486
2025 Q4	$6.62M	Sell	89,251 -1,152	-1%	-$84.6K	0.03%	459
2025 Q3	$6.55M	Sell	90,403 -1,275	-1%	-$88.8K	0.03%	476
2025 Q2	$6.14M	Sell	91,678 -773	-0.8%	-$47.9K	0.02%	480
2025 Q1	$5.59M	Sell	92,451 -1,132	-1%	-$72.3K	0.02%	522
2024 Q4	$6.06M	Buy	93,583 +247	+0.3%	+$15.8K	0.03%	482
2024 Q3	$5.81M	Buy	93,336 +149	+0.2%	+$8.92K	0.03%	501
2024 Q2	$5.48M	Sell	93,187 -235	-0.3%	-$13.4K	0.02%	493
2024 Q1	$5.32M	Buy	93,422 +144	+0.2%	+$7.8K	0.02%	489
2023 Q4	$4.83M	Buy	+93,278	New	+$4.52M	0.03%	445

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

Pathstone Holdings's DFUS Position: Q1 2026 in Review

Pathstone Holdings increased its Dimensional US Equity ETF (DFUS) stake by 0.16% in Q1 2026, buying an estimated $10.6K and bringing the position to 89,394 shares worth $6.34M. The position accounts for 0.03% of the portfolio, ranked #486.

Pathstone Holdings first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.62M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Pathstone Holdings held 89,394 shares of Dimensional US Equity ETF worth $6.34M as of Q1 2026.
Pathstone Holdings bought 143 Dimensional US Equity ETF shares in Q1 2026, an estimated $10.6K.
Dimensional US Equity ETF made up 0.03% of Pathstone Holdings's portfolio in Q1 2026, its #486 holding.
Pathstone Holdings first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Dimensional US Equity ETF position peaked at $6.62M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.