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

Private Management 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	$865K	Sell	12,193 -50	-0.4%	-$3.71K	0.02%	209
2025 Q4	$908K	Sell	12,243 -1,275	-9%	-$93.7K	0.03%	201
2025 Q3	$979K	Sell	13,518 -1,100	-8%	-$76.6K	0.03%	188
2025 Q2	$980K	Sell	14,618 -50	-0.3%	-$3.1K	0.03%	185
2025 Q1	$887K	Buy	14,668 +10	+0.1%	+$639	0.03%	146
2024 Q4	$934K	Sell	14,658 -1,010	-6%	-$64.8K	0.03%	142
2024 Q3	$975K	Sell	15,668 -150	-0.9%	-$8.98K	0.03%	139
2024 Q2	$931K	Hold	15,818	–	–	0.04%	141
2024 Q1	$901K	Hold	15,818	–	–	0.03%	142
2023 Q4	$820K	Buy	15,818 +8,247	+109%	+$399K	0.03%	144
2023 Q3	$352K	Sell	7,571 -343	-4%	-$16.6K	0.01%	155
2023 Q2	$381K	Hold	7,914	–	–	0.02%	155
2023 Q1	$352K	Hold	7,914	–	–	0.02%	154
2022 Q4	$329K	Sell	7,914 -118	-1%	-$4.93K	0.01%	158
2022 Q3	$312K	Buy	8,032 +608	+8%	+$26.1K	0.01%	155
2022 Q2	$303K	Hold	7,424	–	–	0.01%	149
2022 Q1	$364K	Hold	7,424	–	–	0.01%	129
2021 Q4	$384K	Hold	7,424	–	–	0.02%	131
2021 Q3	$350K	Hold	7,424	–	–	0.01%	127
2021 Q2	$350K	Buy	+7,424	New	+$346K	0.02%	127

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 Management Group's DFUS Position: Q1 2026 in Review

Private Management Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.41% in Q1 2026, selling an estimated $3.71K and leaving 12,193 shares worth $865K. The position accounts for 0.02% of the portfolio, ranked #209.

Private Management Group first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $980K in Q2 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Private Management Group held 12,193 shares of Dimensional US Equity ETF worth $865K as of Q1 2026.
Private Management Group sold 50 Dimensional US Equity ETF shares in Q1 2026, an estimated $3.71K.
Dimensional US Equity ETF made up 0.02% of Private Management Group's portfolio in Q1 2026, its #209 holding.
Private Management Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Private Management Group's Dimensional US Equity ETF position peaked at $980K in Q2 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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