RS
DFUS

Retirement Solution’s Dimensional US Equity ETF DFUS Stock Holding History

Retirement Solution’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 		$30.6M Sell
431,483
-33,544
-7% -$2.49M 7.24% 3
2025
Q4 		$34.5M Buy
465,027
+17,944
+4% +$1.32M 7.64% 3
2025
Q3 		$32.4M Sell
447,083
-1,870
-0.4% -$130K 7.72% 3
2025
Q2 		$30.1M Sell
448,953
-8,612
-2% -$533K 7.68% 3
2025
Q1 		$27.7M Sell
457,565
-16,163
-3% -$1.03M 7.85% 3
2024
Q4 		$30.2M Sell
473,728
-20,998
-4% -$1.35M 7.91% 2
2024
Q3 		$30.8M Buy
494,726
+4,256
+0.9% +$255K 7.5% 2
2024
Q2 		$28.9M Sell
490,470
-10,457
-2% -$594K 7.76% 2
2024
Q1 		$28.5M Sell
500,927
-4,493
-0.9% -$243K 7.73% 2
2023
Q4 		$26.2M Sell
505,420
-9,778
-2% -$473K 7.75% 2
2023
Q3 		$24M Sell
515,198
-48,739
-9% -$2.36M 7.92% 2
2023
Q2 		$27.2M Sell
563,937
-3,848
-0.7% -$175K 8.76% 2
2023
Q1 		$25.2M Sell
567,785
-34,517
-6% -$1.5M 8.87% 2
2022
Q4 		$25.1M Sell
602,302
-100,825
-14% -$4.22M 13.77% 3
2022
Q3 		$27.3M Buy
703,127
+103,835
+17% +$4.46M 14.65% 3
2022
Q2 		$24.4M Buy
599,292
+26,503
+5% +$1.17M 13.25% 3
2022
Q1 		$28.1M Buy
572,789
+51,732
+10% +$2.5M 12.41% 3
2021
Q4 		$26.9M Buy
521,057
+18,455
+4% +$928K 11.53% 3
2021
Q3 		$23.7M Buy
502,602
+49,099
+11% +$2.38M 10.91% 3
2021
Q2 		$21.4M Buy
+453,503
New +$21.1M 10.2% 3

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 Solution's DFUS Position: Q1 2026 in Review

Retirement Solution reduced its Dimensional US Equity ETF (DFUS) stake by 7.2% in Q1 2026, selling an estimated $2.49M and leaving 431,483 shares worth $30.6M. The position accounts for 7.24% of the portfolio, ranked #3.

Retirement Solution first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $34.5M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Retirement Solution held 431,483 shares of Dimensional US Equity ETF worth $30.6M as of Q1 2026.
  • Retirement Solution sold 33,544 Dimensional US Equity ETF shares in Q1 2026, an estimated $2.49M.
  • Dimensional US Equity ETF made up 7.24% of Retirement Solution's portfolio in Q1 2026, its #3 holding.
  • Retirement Solution first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Retirement Solution's Dimensional US Equity ETF position peaked at $34.5M in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.