Principal Street Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Principal Street Partners’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	$931K	Buy	13,130 +31	+0.2%	+$2.3K	0.15%	82
2025 Q4	$972K	Buy	13,099 +28	+0.2%	+$2.06K	0.16%	77
2025 Q3	$947K	Sell	13,071 -13,005	-50%	-$906K	0.15%	80
2025 Q2	$1.75M	Buy	26,076 +13,073	+101%	+$810K	0.17%	82
2025 Q1	$786K	Buy	13,003 +29	+0.2%	+$1.85K	0.15%	90
2024 Q4	$827K	Buy	12,974 +78	+0.6%	+$5K	0.16%	87
2024 Q3	$759K	Hold	12,896	–	–	0.12%	97
2024 Q2	$759K	Buy	12,896 +35	+0.3%	+$1.99K	0.14%	89
2024 Q1	$729K	Buy	12,861 +27	+0.2%	+$1.46K	0.14%	99
2023 Q4	$665K	Sell	12,834 -12,718	-50%	-$616K	0.16%	86
2023 Q3	$1.19M	Buy	25,552 +12,819	+101%	+$620K	0.24%	76
2023 Q2	$613K	Buy	12,733 +43	+0.3%	+$1.96K	0.15%	100
2023 Q1	$564K	Buy	12,690 +39	+0.3%	+$1.69K	0.14%	105
2022 Q4	$526K	Buy	12,651 +59	+0.5%	+$2.47K	0.13%	115
2022 Q3	$489K	Buy	12,592 +49	+0.4%	+$2.11K	0.13%	125
2022 Q2	$511K	Buy	12,543 +46	+0.4%	+$2.04K	0.13%	121
2022 Q1	$613K	Hold	12,497	–	–	0.14%	124
2021 Q4	$646K	Buy	12,497 +6,040	+94%	+$304K	0.16%	120
2021 Q3	$305K	Sell	6,457 -6,520	-50%	-$315K	0.08%	148
2021 Q2	$612K	Buy	+12,977	New	+$605K	0.16%	106

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

RFP

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

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

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

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

Principal Street Partners's DFUS Position: Q1 2026 in Review

Principal Street Partners increased its Dimensional US Equity ETF (DFUS) stake by 0.24% in Q1 2026, buying an estimated $2.3K and bringing the position to 13,130 shares worth $931K. The position accounts for 0.15% of the portfolio, ranked #82.

Principal Street Partners first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.75M in Q2 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Principal Street Partners held 13,130 shares of Dimensional US Equity ETF worth $931K as of Q1 2026.
Principal Street Partners bought 31 Dimensional US Equity ETF shares in Q1 2026, an estimated $2.3K.
Dimensional US Equity ETF made up 0.15% of Principal Street Partners's portfolio in Q1 2026, its #82 holding.
Principal Street Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Principal Street Partners's Dimensional US Equity ETF position peaked at $1.75M in Q2 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.