PFG Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

PFG Advisors’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	$16.3M	Buy	230,266 +17,586	+8%	+$1.3M	0.8%	21
2025 Q4	$15.8M	Buy	212,680 +15,775	+8%	+$1.16M	0.77%	21
2025 Q3	$14.3M	Buy	196,905 +21,969	+13%	+$1.53M	0.58%	32
2025 Q2	$11.7M	Buy	174,936 +11,772	+7%	+$729K	0.54%	31
2025 Q1	$9.87M	Buy	163,164 +9,888	+6%	+$632K	0.55%	42
2024 Q4	$9.77M	Buy	153,276 +6,820	+5%	+$437K	0.6%	39
2024 Q3	$9.11M	Buy	146,456 +7,530	+5%	+$451K	0.57%	41
2024 Q2	$8.18M	Buy	138,926 +5,771	+4%	+$328K	0.55%	40
2024 Q1	$7.59M	Buy	133,155 +6,169	+5%	+$334K	0.55%	37
2023 Q4	$6.58M	Buy	126,986 +12,137	+11%	+$587K	0.53%	42
2023 Q3	$5.35M	Buy	114,849 +8,831	+8%	+$427K	0.48%	51
2023 Q2	$5.11M	Buy	106,018 +26,336	+33%	+$1.2M	0.39%	59
2023 Q1	$3.54M	Buy	+79,682	New	+$3.46M	0.3%	92

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

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

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

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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