Smartleaf Asset Management
DFUS icon

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
Q3 		$156M Buy
1,872,859
+7,154
+0.4% +$594K 4.47% 1
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% -$9.8K 0.22% 108
2024
Q1 		$1.28M Buy
22,446
+1,353
+6% +$73.2K 0.25% 96
2023
Q4 		$1.1M Buy
+21,093
New +$1.02M 0.29% 85

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Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Smartleaf Asset Management's DFUS Position: Q3 2026 in Review

Smartleaf Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 0.38% in Q3 2026, buying an estimated $594K and bringing the position to 1,872,859 shares worth $156M. The position accounts for 4.47% of the portfolio, ranked #1.

Smartleaf Asset Management first reported a position in DFUS in Q4 2023 and has held it in 12 quarters since. 637 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Smartleaf Asset Management held 1,872,859 shares of Dimensional US Equity ETF worth $156M as of Q3 2026.
  • Smartleaf Asset Management bought 7,154 Dimensional US Equity ETF shares in Q3 2026, an estimated $594K.
  • Dimensional US Equity ETF made up 4.47% of Smartleaf Asset Management's portfolio in Q3 2026, its #1 holding.
  • Smartleaf Asset Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.