Private Advisory Group’s Dimensional US Equity ETF DFUS Stock Holding History

Private Advisory Group’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	$897K	Buy	12,651 +2,290	+22%	+$170K	0.06%	160
2025 Q4	$768K	Hold	10,361	–	–	0.06%	141
2025 Q3	$751K	Hold	10,361	–	–	0.06%	137
2025 Q2	$694K	Hold	10,361	–	–	0.06%	144
2025 Q1	$627K	Hold	10,361	–	–	0.07%	134
2024 Q4	$661K	Buy	10,361 +5,602	+118%	+$359K	0.07%	139
2024 Q3	$296K	Hold	4,759	–	–	0.04%	168
2024 Q2	$280K	Hold	4,759	–	–	0.04%	157
2024 Q1	$271K	Hold	4,759	–	–	0.04%	162
2023 Q4	$247K	Hold	4,759	–	–	0.04%	176
2023 Q3	$222K	Sell	4,759 -250	-5%	-$12.1K	0.04%	188
2023 Q2	$241K	Hold	5,009	–	–	0.05%	190
2023 Q1	$223K	Hold	5,009	–	–	0.05%	189
2022 Q4	$208K	Buy	+5,009	New	+$209K	0.05%	184
2022 Q3	–	Sell	-5,009	Closed	-$204K	–	185
2022 Q2	$204K	Hold	5,009	–	–	0.05%	154
2022 Q1	$246K	Hold	5,009	–	–	0.05%	147
2021 Q4	$259K	Buy	+5,009	New	+$252K	0.05%	133

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

Private Advisory Group's DFUS Position: Q1 2026 in Review

Private Advisory Group increased its Dimensional US Equity ETF (DFUS) stake by 22% in Q1 2026, buying an estimated $170K and bringing the position to 12,651 shares worth $897K. The position accounts for 0.06% of the portfolio, ranked #160.

Private Advisory Group first reported a position in DFUS in Q4 2021 and has held it in 17 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Private Advisory Group held 12,651 shares of Dimensional US Equity ETF worth $897K as of Q1 2026.
Private Advisory Group bought 2,290 Dimensional US Equity ETF shares in Q1 2026, an estimated $170K.
Dimensional US Equity ETF made up 0.06% of Private Advisory Group's portfolio in Q1 2026, its #160 holding.
Private Advisory Group first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 17 quarters since.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.