PFM
DFUS

Phillips Financial Management’s Dimensional US Equity ETF DFUS Stock Holding History

Phillips Financial Management’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 		$863K Sell
12,175
-1,035
-8% -$76.7K 0.06% 116
2025
Q4 		$980K Sell
13,210
-370
-3% -$27.2K 0.06% 112
2025
Q3 		$984K Buy
13,580
+22
+0.2% +$1.53K 0.06% 117
2025
Q2 		$909K Buy
13,558
+23
+0.2% +$1.42K 0.07% 110
2025
Q1 		$819K Sell
13,535
-403
-3% -$25.8K 0.06% 111
2024
Q4 		$889K Sell
13,938
-1,075
-7% -$68.9K 0.07% 108
2024
Q3 		$934K Buy
15,013
+346
+2% +$20.7K 0.07% 111
2024
Q2 		$863K Buy
14,667
+24
+0.2% +$1.36K 0.07% 113
2024
Q1 		$834K Buy
14,643
+18
+0.1% +$975 0.07% 114
2023
Q4 		$758K Sell
14,625
-525
-3% -$25.4K 0.07% 112
2023
Q3 		$705K Buy
15,150
+31
+0.2% +$1.5K 0.07% 112
2023
Q2 		$728K Sell
15,119
-149
-1% -$6.78K 0.07% 109
2023
Q1 		$678K Buy
15,268
+29
+0.2% +$1.26K 0.07% 114
2022
Q4 		$634K Sell
15,239
-293
-2% -$12.3K 0.06% 103
2022
Q3 		$603K Sell
15,532
-1,084
-7% -$46.6K 0.07% 106
2022
Q2 		$677K Buy
16,616
+3,730
+29% +$165K 0.07% 91
2022
Q1 		$632K Buy
+12,886
New +$623K 0.06% 100

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

Phillips Financial Management's DFUS Position: Q1 2026 in Review

Phillips Financial Management reduced its Dimensional US Equity ETF (DFUS) stake by 7.8% in Q1 2026, selling an estimated $76.7K and leaving 12,175 shares worth $863K. The position accounts for 0.06% of the portfolio, ranked #116.

Phillips Financial Management first reported a position in DFUS in Q1 2022 and has held it in 17 quarters since. The position peaked at $984K in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Phillips Financial Management held 12,175 shares of Dimensional US Equity ETF worth $863K as of Q1 2026.
  • Phillips Financial Management sold 1,035 Dimensional US Equity ETF shares in Q1 2026, an estimated $76.7K.
  • Dimensional US Equity ETF made up 0.06% of Phillips Financial Management's portfolio in Q1 2026, its #116 holding.
  • Phillips Financial Management first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • Phillips Financial Management's Dimensional US Equity ETF position peaked at $984K in Q3 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.