SIAG
DFUS

Safeguard Investment Advisory Group’s Dimensional US Equity ETF DFUS Stock Holding History

Safeguard Investment Advisory Group’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 		$847K Sell
11,945
-197
-2% -$14.6K 0.23% 48
2025
Q4 		$901K Sell
12,142
-1,028
-8% -$75.5K 0.23% 44
2025
Q3 		$954K Sell
13,170
-7,633
-37% -$532K 0.24% 44
2025
Q2 		$1.39M Sell
20,803
-2,483
-11% -$154K 0.35% 33
2025
Q1 		$1.41M Sell
23,286
-281
-1% -$18K 0.38% 32
2024
Q4 		$1.5M Sell
23,567
-1,084
-4% -$69.5K 0.41% 25
2024
Q3 		$1.53M Sell
24,651
-1,217
-5% -$72.9K 0.44% 23
2024
Q2 		$1.52M Sell
25,868
-9,657
-27% -$549K 0.47% 22
2024
Q1 		$2.02M Sell
35,525
-3,959
-10% -$214K 0.69% 17
2023
Q4 		$2.05M Sell
39,484
-4,970
-11% -$241K 0.77% 18
2023
Q3 		$2.07M Sell
44,454
-2,742
-6% -$133K 0.9% 17
2023
Q2 		$2.27M Sell
47,196
-9,321
-16% -$424K 0.97% 18
2023
Q1 		$2.51M Sell
56,517
-11,881
-17% -$516K 1.21% 14
2022
Q4 		$2.85M Buy
68,398
+2,073
+3% +$86.7K 1.75% 17
2022
Q3 		$2.57M Buy
66,325
+6,164
+10% +$265K 1.76% 17
2022
Q2 		$2.95M Buy
+60,161
New +$2.67M 1.81% 16
2022
Q1 		– Sell
-56,056
Closed -$2.9M – 94
2021
Q4 		$2.9M Buy
56,056
+14,821
+36% +$745K 1.69% 15
2021
Q3 		$1.94M Buy
41,235
+30,162
+272% +$1.46M 1.26% 22
2021
Q2 		$521K Buy
+11,073
New +$516K 0.37% 45

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 $3.56B AUM 16.28% 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 $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Safeguard Investment Advisory Group's DFUS Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Dimensional US Equity ETF (DFUS) stake by 1.6% in Q1 2026, selling an estimated $14.6K and leaving 11,945 shares worth $847K. The position accounts for 0.23% of the portfolio, ranked #48.

Safeguard Investment Advisory Group first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.95M in Q2 2022. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Safeguard Investment Advisory Group held 11,945 shares of Dimensional US Equity ETF worth $847K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 197 Dimensional US Equity ETF shares in Q1 2026, an estimated $14.6K.
  • Dimensional US Equity ETF made up 0.23% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #48 holding.
  • Safeguard Investment Advisory Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
  • Safeguard Investment Advisory Group's Dimensional US Equity ETF position peaked at $2.95M in Q2 2022.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.