Raymond James Financial
DFUS icon

Raymond James Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Raymond James Financial’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
Q3 		$188M Buy
2,266,671
+560,224
+33% +$46.5M 0.05% 314
2026
Q2 		$140M Buy
1,706,447
+136,326
+9% +$10.8M 0.04% 426
2026
Q1 		$111M Buy
1,570,121
+16,196
+1% +$1.2M 0.03% 471
2025
Q4 		$115M Buy
1,553,925
+69,368
+5% +$5.1M 0.04% 450
2025
Q3 		$108M Buy
1,484,557
+53,077
+4% +$3.7M 0.03% 477
2025
Q2 		$95.9M Sell
1,431,480
-136,619
-9% -$8.46M 0.03% 496
2025
Q1 		$94.8M Buy
1,568,099
+238,887
+18% +$15.3M 0.04% 457
2024
Q4 		$84.7M Buy
+1,329,212
New +$85.2M 0.03% 492

Other funds holding DFUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Raymond James Financial's DFUS Position: Q3 2026 in Review

Raymond James Financial increased its Dimensional US Equity ETF (DFUS) stake by 33% in Q3 2026, buying an estimated $46.5M and bringing the position to 2,266,671 shares worth $188M. The position accounts for 0.05% of the portfolio, ranked #314.

Raymond James Financial first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 795 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Raymond James Financial held 2,266,671 shares of Dimensional US Equity ETF worth $188M as of Q3 2026.
  • Raymond James Financial bought 560,224 Dimensional US Equity ETF shares in Q3 2026, an estimated $46.5M.
  • Dimensional US Equity ETF made up 0.05% of Raymond James Financial's portfolio in Q3 2026, its #314 holding.
  • Raymond James Financial first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 795 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.