SF
DFUS

Safeguard Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Safeguard 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
2025
Q1 		$533K Sell
8,821
-14,483
-62% -$925K 0.12% 65
2024
Q4 		$1.49M Buy
23,304
+9,503
+69% +$609K 0.32% 29
2024
Q3 		$858K Buy
+13,801
New +$826K 0.2% 43
2023
Q3 		– Sell
-2,799
Closed -$134K – 179
2023
Q2 		$134K Buy
+2,799
New +$127K 0.06% 86

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Safeguard Financial's DFUS Position: Q1 2025 in Review

Safeguard Financial reduced its Dimensional US Equity ETF (DFUS) stake by 62% in Q1 2025, selling an estimated $925K and leaving 8,821 shares worth $533K. The position accounts for 0.12% of the portfolio, ranked #65.

Safeguard Financial first reported a position in DFUS in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.49M in Q4 2024. 703 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • Safeguard Financial held 8,821 shares of Dimensional US Equity ETF worth $533K as of Q1 2025.
  • Safeguard Financial sold 14,483 Dimensional US Equity ETF shares in Q1 2025, an estimated $925K.
  • Dimensional US Equity ETF made up 0.12% of Safeguard Financial's portfolio in Q1 2025, its #65 holding.
  • Safeguard Financial first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 4 quarters since.
  • Safeguard Financial's Dimensional US Equity ETF position peaked at $1.49M in Q4 2024.
  • 703 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.