PMIM
DFUS

Prudent Man Investment Management’s Dimensional US Equity ETF DFUS Stock Holding History

Prudent Man Investment Management’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
Q2 		$554K Hold
7,466
– – 0.19% 16
2026
Q1 		$554K Hold
7,466
– – 0.19% 16
2025
Q4 		$554K Buy
7,466
+4,155
+125% +$305K 0.19% 16
2025
Q3 		$211K Sell
3,311
-25
-0.7% -$1.74K 0.12% 24
2025
Q2 		$213K Hold
3,336
– – 0.12% 24
2025
Q1 		$213K Hold
3,336
– – 0.12% 24
2024
Q4 		$213K Buy
+3,336
New +$214K 0.12% 24

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Prudent Man Investment Management's DFUS Position: Q2 2026 in Review

Prudent Man Investment Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 7,466 shares worth $554K. The position accounts for 0.19% of the portfolio, ranked #16.

Prudent Man Investment Management first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Prudent Man Investment Management held 7,466 shares of Dimensional US Equity ETF worth $554K as of Q2 2026.
  • Prudent Man Investment Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.19% of Prudent Man Investment Management's portfolio in Q2 2026, its #16 holding.
  • Prudent Man Investment Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 480 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.