SAM
DFUS

Smartleaf Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Smartleaf Asset Management’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
Q2 		$152M Hold
1,865,705
– – 4.93% 1
2026
Q1 		$129M Buy
1,865,705
+328,058
+21% +$24.3M 4.64% 1
2025
Q4 		$115M Buy
1,537,647
+1,487,443
+2,963% +$109M 4.35% 1
2025
Q3 		$3.63M Buy
50,204
+14,622
+41% +$1.02M 0.22% 90
2025
Q2 		$2.37M Buy
35,582
+16,028
+82% +$993K 0.21% 97
2025
Q1 		$1.18M Hold
19,554
– – 0.11% 203
2024
Q4 		$1.25M Hold
19,554
– – 0.13% 170
2024
Q3 		$1.21M Sell
19,554
-2,719
-12% -$163K 0.15% 158
2024
Q2 		$1.32M Sell
22,273
-173
-0.8% -$9.84K 0.22% 108
2024
Q1 		$1.28M Buy
22,446
+1,353
+6% +$73.3K 0.25% 96
2023
Q4 		$1.1M Buy
+21,093
New +$1.02M 0.29% 85

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Smartleaf Asset Management's DFUS Position: Q2 2026 in Review

Smartleaf Asset Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 1,865,705 shares worth $152M. The position accounts for 4.93% of the portfolio, ranked #1.

Smartleaf Asset Management first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Smartleaf Asset Management held 1,865,705 shares of Dimensional US Equity ETF worth $152M as of Q2 2026.
  • Smartleaf Asset Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 4.93% of Smartleaf Asset Management's portfolio in Q2 2026, its #1 holding.
  • Smartleaf Asset Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.