Red Tortoise LLC’s Dimensional US Equity ETF DFUS Stock Holding History

Red Tortoise LLC’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	$1.64M	Buy	23,182 +17	+0.1%	+$1.26K	0.68%	35
2025 Q4	$1.72M	Buy	23,165 +15	+0.1%	+$1.1K	0.73%	33
2025 Q3	$1.68M	Buy	23,150 +18	+0.1%	+$1.25K	0.73%	36
2025 Q2	$1.55M	Buy	23,132 +20	+0.1%	+$1.24K	0.75%	34
2025 Q1	$1.4M	Buy	23,112 +16	+0.1%	+$1.02K	0.72%	32
2024 Q4	$1.47M	Buy	23,096 +26	+0.1%	+$1.67K	0.76%	34
2024 Q3	$1.43M	Buy	23,070 +18	+0.1%	+$1.08K	0.72%	33
2024 Q2	$1.36M	Buy	23,052 +19	+0.1%	+$1.08K	0.73%	33
2024 Q1	$1.31M	Hold	23,033	–	–	0.73%	31
2023 Q4	$1.19M	Buy	23,033 +33	+0.1%	+$1.6K	0.68%	32
2023 Q3	$1.07M	Sell	23,000 -167	-0.7%	-$8.08K	0.72%	32
2023 Q2	$1.12M	Sell	23,167 -2,872	-11%	-$131K	0.7%	34
2023 Q1	$1.16M	Buy	26,039 +22	+0.1%	+$955	0.78%	32
2022 Q4	$1.08M	Buy	+26,017	New	+$1.09M	0.75%	33
2022 Q2	$1.05M	Buy	25,882 +94	+0.4%	+$4.17K	0.87%	31
2022 Q1	$1.26M	Buy	25,788 +59	+0.2%	+$2.85K	0.96%	29
2021 Q4	$1.33M	Sell	25,729 -255	-1%	-$12.8K	0.92%	31
2021 Q3	$1.01M	Buy	+25,984	New	+$1.26M	0.79%	31

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

Red Tortoise LLC's DFUS Position: Q1 2026 in Review

Red Tortoise LLC increased its Dimensional US Equity ETF (DFUS) stake by 0.07% in Q1 2026, buying an estimated $1.26K and bringing the position to 23,182 shares worth $1.64M. The position accounts for 0.68% of the portfolio, ranked #35.

Red Tortoise LLC first reported a position in DFUS in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.72M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Red Tortoise LLC held 23,182 shares of Dimensional US Equity ETF worth $1.64M as of Q1 2026.
Red Tortoise LLC bought 17 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.26K.
Dimensional US Equity ETF made up 0.68% of Red Tortoise LLC's portfolio in Q1 2026, its #35 holding.
Red Tortoise LLC first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 18 quarters since.
Red Tortoise LLC's Dimensional US Equity ETF position peaked at $1.72M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.