Sensible Money’s Dimensional US Equity ETF DFUS Stock Holding History

Sensible Money’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	$1.97M	Buy	27,808 +967	+4%	+$71.7K	0.6%	13
2025 Q4	$1.99M	Sell	26,841 -265	-1%	-$19.5K	0.64%	13
2025 Q3	$1.96M	Buy	27,106 +1,692	+7%	+$118K	0.67%	13
2025 Q2	$1.7M	Buy	25,414 +761	+3%	+$47.1K	0.65%	14
2025 Q1	$1.49M	Sell	24,653 -95	-0.4%	-$6.07K	0.64%	14
2024 Q4	$1.58M	Sell	24,748 -588	-2%	-$37.7K	0.69%	14
2024 Q3	$1.58M	Buy	25,336 +5,537	+28%	+$332K	0.69%	14
2024 Q2	$1.17M	Buy	19,799 +8,509	+75%	+$484K	0.57%	18
2024 Q1	$643K	Buy	11,290 +3,841	+52%	+$208K	0.35%	31
2023 Q4	$386K	Sell	7,449 -2,488	-25%	-$120K	0.23%	41
2023 Q3	$463K	Hold	9,937	–	–	0.33%	35
2023 Q2	$479K	Sell	9,937 -875	-8%	-$39.8K	0.35%	35
2023 Q1	$480K	Buy	10,812 +5,167	+92%	+$224K	0.41%	34
2022 Q4	$235K	Buy	+5,645	New	+$236K	0.25%	62

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sensible Money's DFUS Position: Q1 2026 in Review

Sensible Money increased its Dimensional US Equity ETF (DFUS) stake by 3.6% in Q1 2026, buying an estimated $71.7K and bringing the position to 27,808 shares worth $1.97M. The position accounts for 0.6% of the portfolio, ranked #13.

Sensible Money first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.99M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Sensible Money held 27,808 shares of Dimensional US Equity ETF worth $1.97M as of Q1 2026.
Sensible Money bought 967 Dimensional US Equity ETF shares in Q1 2026, an estimated $71.7K.
Dimensional US Equity ETF made up 0.6% of Sensible Money's portfolio in Q1 2026, its #13 holding.
Sensible Money first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Sensible Money's Dimensional US Equity ETF position peaked at $1.99M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.