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 Q2	$7.15M	Sell	87,224 -2,170	-2%	-$172K	0.02%	518
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 $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

Pathstone Holdings's DFUS Position: Q2 2026 in Review

Pathstone Holdings reduced its Dimensional US Equity ETF (DFUS) stake by 2.4% in Q2 2026, selling an estimated $172K and leaving 87,224 shares worth $7.15M. The position accounts for 0.02% of the portfolio, ranked #518.

Pathstone Holdings first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Pathstone Holdings held 87,224 shares of Dimensional US Equity ETF worth $7.15M as of Q2 2026.
Pathstone Holdings sold 2,170 Dimensional US Equity ETF shares in Q2 2026, an estimated $172K.
Dimensional US Equity ETF made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #518 holding.
Pathstone Holdings first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.