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 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 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 $2.57B AUM 21.7% 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

Smartleaf Asset Management's DFUS Position: Q1 2026 in Review

Smartleaf Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 21% in Q1 2026, buying an estimated $24.3M and bringing the position to 1,865,705 shares worth $129M. The position accounts for 4.64% of the portfolio, ranked #1.

Smartleaf Asset Management first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Smartleaf Asset Management held 1,865,705 shares of Dimensional US Equity ETF worth $129M as of Q1 2026.
Smartleaf Asset Management bought 328,058 Dimensional US Equity ETF shares in Q1 2026, an estimated $24.3M.
Dimensional US Equity ETF made up 4.64% of Smartleaf Asset Management's portfolio in Q1 2026, its #1 holding.
Smartleaf Asset Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.