Pinnacle Financial Partners (Tennessee)’s Dimensional US Equity ETF DFUS Stock Holding History

Pinnacle Financial Partners (Tennessee)’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	$2.3M	Hold	31,688	–	–	0.06%	209
2025 Q2	$2.12M	Hold	31,688	–	–	0.04%	222
2025 Q1	$1.92M	Hold	31,688	–	–	0.04%	232
2024 Q4	$2.02M	Hold	31,688	–	–	0.04%	226
2024 Q3	$1.97M	Hold	31,688	–	–	0.04%	230
2024 Q2	$1.86M	Hold	31,688	–	–	0.04%	233
2024 Q1	$1.81M	Sell	31,688 -4,911	-13%	-$266K	0.04%	230
2023 Q4	$1.9M	Buy	36,599 +9,253	+34%	+$448K	0.05%	216
2023 Q3	$1.27M	Buy	27,346 +343	+1%	+$16.6K	0.03%	232
2023 Q2	$1.3M	Hold	27,003	–	–	0.03%	229
2023 Q1	$1.2M	Hold	27,003	–	–	0.03%	234
2022 Q4	$1.12M	Hold	27,003	–	–	0.03%	234
2022 Q3	$1.05M	Hold	27,003	–	–	0.04%	235
2022 Q2	$1.1M	Hold	27,003	–	–	0.04%	225
2022 Q1	$1.32M	Hold	27,003	–	–	0.04%	218
2021 Q4	$1.4M	Sell	27,003 -497	-2%	-$25K	0.04%	217
2021 Q3	$1.3M	Hold	27,500	–	–	0.05%	210
2021 Q2	$1.3M	Buy	+27,500	New	+$1.28M	0.05%	194

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

Pinnacle Financial Partners (Tennessee)'s DFUS Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) held its Dimensional US Equity ETF (DFUS) position steady in Q3 2025 at 31,688 shares worth $2.3M. The position accounts for 0.06% of the portfolio, ranked #209.

Pinnacle Financial Partners (Tennessee) first reported a position in DFUS in Q2 2021 and has held it in 18 quarters since. 761 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 31,688 shares of Dimensional US Equity ETF worth $2.3M as of Q3 2025.
Pinnacle Financial Partners (Tennessee) left its Dimensional US Equity ETF share count unchanged in Q3 2025.
Dimensional US Equity ETF made up 0.06% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #209 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 18 quarters since.
761 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.