Simplicity Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Simplicity Wealth’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	$1.11M	Buy	15,677 +113	+0.7%	+$8.37K	0.06%	275
2025 Q4	$1.15M	Sell	15,564 -4,724	-23%	-$347K	0.07%	254
2025 Q3	$1.47M	Sell	20,288 -18,708	-48%	-$1.3M	0.09%	226
2025 Q2	$2.61M	Buy	38,996 +11,431	+41%	+$708K	0.11%	181
2025 Q1	$1.67M	Buy	27,565 +23,509	+580%	+$1.5M	0.13%	178
2024 Q4	$259K	Sell	4,056 -26,220	-87%	-$1.68M	0.05%	257
2024 Q3	$1.88M	Sell	30,276 -2,427	-7%	-$145K	0.17%	115
2024 Q2	$1.92M	Buy	32,703 +18,584	+132%	+$1.06M	0.04%	361
2024 Q1	$805K	Buy	+14,119	New	+$764K	0.02%	582
2023 Q4	–	Sell	-4,940	Closed	-$230K	–	184
2023 Q3	$230K	Buy	+4,940	New	+$239K	0.13%	80
2023 Q1	–	Sell	-5,179	Closed	-$216K	–	71
2022 Q4	$216K	Buy	+5,179	New	+$217K	0.19%	63

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

Simplicity Wealth's DFUS Position: Q1 2026 in Review

Simplicity Wealth increased its Dimensional US Equity ETF (DFUS) stake by 0.73% in Q1 2026, buying an estimated $8.37K and bringing the position to 15,677 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #275.

Simplicity Wealth first reported a position in DFUS in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.61M in Q2 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Simplicity Wealth held 15,677 shares of Dimensional US Equity ETF worth $1.11M as of Q1 2026.
Simplicity Wealth bought 113 Dimensional US Equity ETF shares in Q1 2026, an estimated $8.37K.
Dimensional US Equity ETF made up 0.06% of Simplicity Wealth's portfolio in Q1 2026, its #275 holding.
Simplicity Wealth first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 11 quarters since.
Simplicity Wealth's Dimensional US Equity ETF position peaked at $2.61M in Q2 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.