PP
DFUS

PDS Planning’s Dimensional US Equity ETF DFUS Stock Holding History

PDS Planning’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 		$310K Buy
4,365
+10
+0.2% +$741 0.02% 383
2025
Q4 		$323K Buy
4,355
+10
+0.2% +$735 0.02% 362
2025
Q3 		$315K Buy
4,345
+10
+0.2% +$697 0.02% 359
2025
Q2 		$291K Buy
4,335
+12
+0.3% +$743 0.02% 365
2025
Q1 		$261K Buy
4,323
+10
+0.2% +$639 0.02% 363
2024
Q4 		$275K Buy
4,313
+15
+0.3% +$962 0.02% 317
2024
Q3 		$267K Buy
4,298
+11
+0.3% +$659 0.02% 332
2024
Q2 		$252K Buy
4,287
+12
+0.3% +$682 0.03% 300
2024
Q1 		$244K Buy
4,275
+8
+0.2% +$433 0.03% 311
2023
Q4 		$221K Buy
+4,267
New +$207K 0.03% 307
2023
Q3 		– Sell
-4,233
Closed -$204K – 343
2023
Q2 		$204K Buy
+4,233
New +$193K 0.03% 295
2022
Q1 		– Sell
-4,230
Closed -$219K – 240
2021
Q4 		$219K Buy
+4,230
New +$213K 0.04% 179

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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return