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

Pineridge 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
2025 Q3	$41.2K	Buy	569 +2	+0.4%	+$139	0.01%	115
2025 Q2	$38K	Buy	567 +1	+0.2%	+$62	0.01%	121
2025 Q1	$34.2K	Buy	566 +2	+0.4%	+$128	0.01%	129
2024 Q4	$36K	Buy	564 +2	+0.4%	+$128	0.01%	163
2024 Q3	$35K	Buy	562 +1	+0.2%	+$60	0.01%	164
2024 Q2	$33K	Hold	561	–	–	0.01%	171
2024 Q1	$32K	Hold	561	–	–	0.01%	177
2023 Q4	$29.1K	Buy	+561	New	+$27.2K	0.01%	222

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

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

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Pineridge Advisors's DFUS Position: Q3 2025 in Review

Pineridge Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.35% in Q3 2025, buying an estimated $139 and bringing the position to 569 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #115.

Pineridge Advisors first reported a position in DFUS in Q4 2023 and has held it in 8 quarters since. 761 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

Pineridge Advisors held 569 shares of Dimensional US Equity ETF worth $41.2K as of Q3 2025.
Pineridge Advisors bought 2 Dimensional US Equity ETF shares in Q3 2025, an estimated $139.
Dimensional US Equity ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #115 holding.
Pineridge Advisors first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 8 quarters since.
761 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.