S.A. Mason
DFUS icon

S.A. Mason’s Dimensional US Equity ETF DFUS Stock Holding History

S.A. Mason’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 		$124K Hold
1,491
– – 0.04% 258
2026
Q2 		$122K Hold
1,491
– – 0.04% 258
2026
Q1 		$106K Hold
1,491
– – 0.04% 258
2025
Q4 		$111K Hold
1,491
– – 0.04% 252
2025
Q3 		$108K Hold
1,491
– – 0.05% 249
2025
Q2 		$100K Hold
1,491
– – 0.05% 243
2025
Q1 		$90.2K Hold
1,491
– – 0.05% 238
2024
Q4 		$95.1K Hold
1,491
– – 0.05% 238
2024
Q3 		$92.7K Hold
1,491
– – 0.05% 233
2024
Q2 		$87.7K Hold
1,491
– – 0.05% 225
2024
Q1 		$85K Buy
+1,491
New +$80.7K 0.05% 224

Other funds holding DFUS

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
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

S.A. Mason's DFUS Position: Q3 2026 in Review

S.A. Mason held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 1,491 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #258.

S.A. Mason first reported a position in DFUS in Q1 2024 and has held it in 11 quarters since. 562 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • S.A. Mason held 1,491 shares of Dimensional US Equity ETF worth $124K as of Q3 2026.
  • S.A. Mason left its Dimensional US Equity ETF share count unchanged in Q3 2026.
  • Dimensional US Equity ETF made up 0.04% of S.A. Mason's portfolio in Q3 2026, its #258 holding.
  • S.A. Mason first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • 562 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.