SAI
DFUS

Savvy Advisors Inc’s Dimensional US Equity ETF DFUS Stock Holding History

Savvy Advisors Inc’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 		$10.4M Buy
147,005
+52,127
+55% +$3.86M 0.28% 68
2025
Q4 		$7.04M Buy
94,878
+2,830
+3% +$208K 0.23% 76
2025
Q3 		$6.67M Buy
92,048
+15,603
+20% +$1.09M 0.31% 62
2025
Q2 		$5.12M Buy
76,445
+27,884
+57% +$1.73M 0.34% 53
2025
Q1 		$2.94M Buy
+48,561
New +$3.1M 0.3% 62

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 $2.16B AUM 18.08% 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

Savvy Advisors Inc's DFUS Position: Q1 2026 in Review

Savvy Advisors Inc increased its Dimensional US Equity ETF (DFUS) stake by 55% in Q1 2026, buying an estimated $3.86M and bringing the position to 147,005 shares worth $10.4M. The position accounts for 0.28% of the portfolio, ranked #68.

Savvy Advisors Inc first reported a position in DFUS in Q1 2025 and has held it in 5 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Savvy Advisors Inc held 147,005 shares of Dimensional US Equity ETF worth $10.4M as of Q1 2026.
  • Savvy Advisors Inc bought 52,127 Dimensional US Equity ETF shares in Q1 2026, an estimated $3.86M.
  • Dimensional US Equity ETF made up 0.28% of Savvy Advisors Inc's portfolio in Q1 2026, its #68 holding.
  • Savvy Advisors Inc first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.