RPGK
DFUS

Retirement Planning Group (Kansas)’s Dimensional US Equity ETF DFUS Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.94M Sell
41,423
-1,773
-4% -$131K 0.09% 101
2025
Q4 		$3.2M Sell
43,196
-642
-1% -$47.2K 0.11% 87
2025
Q3 		$3.18M Buy
43,838
+463
+1% +$32.3K 0.11% 82
2025
Q2 		$2.91M Sell
43,375
-645
-1% -$39.9K 0.12% 67
2025
Q1 		$2.66M Sell
44,020
-759
-2% -$48.5K 0.12% 67
2024
Q4 		$2.85M Buy
44,779
+31
+0.1% +$1.99K 0.14% 64
2024
Q3 		$2.78M Buy
44,748
+8,459
+23% +$506K 0.15% 70
2024
Q2 		$2.14M Sell
36,289
-63
-0.2% -$3.58K 0.14% 69
2024
Q1 		$2.07M Hold
36,352
– – 0.16% 66
2023
Q4 		$1.88M Sell
36,352
-6,026
-14% -$292K 0.17% 49
2023
Q3 		$1.97M Hold
42,378
– – 0.21% 41
2023
Q2 		$2.04M Sell
42,378
-1,153
-3% -$52.4K 0.2% 41
2023
Q1 		$1.93M Sell
43,531
-255
-0.6% -$11.1K 0.21% 42
2022
Q4 		$1.82M Sell
43,786
-2,666
-6% -$111K 0.21% 46
2022
Q3 		$1.8M Buy
46,452
+18
+0% +$774 0.23% 36
2022
Q2 		$1.89M Sell
46,434
-236
-0.5% -$10.5K 0.23% 29
2022
Q1 		$2.29M Buy
46,670
+9
+0% +$435 0.25% 32
2021
Q4 		$2.41M Buy
+46,661
New +$2.35M 0.23% 27

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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 $2.57B AUM 21.7% 1-Year Est. Return
VT
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
PL
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Retirement Planning Group (Kansas)'s DFUS Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Dimensional US Equity ETF (DFUS) stake by 4.1% in Q1 2026, selling an estimated $131K and leaving 41,423 shares worth $2.94M. The position accounts for 0.09% of the portfolio, ranked #101.

Retirement Planning Group (Kansas) first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.2M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Retirement Planning Group (Kansas) held 41,423 shares of Dimensional US Equity ETF worth $2.94M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 1,773 Dimensional US Equity ETF shares in Q1 2026, an estimated $131K.
  • Dimensional US Equity ETF made up 0.09% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #101 holding.
  • Retirement Planning Group (Kansas) first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Retirement Planning Group (Kansas)'s Dimensional US Equity ETF position peaked at $3.2M in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.