SFG
DFUS

SNS Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

SNS Financial Group’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 		$5.32M Sell
75,045
-279
-0.4% -$20.7K 0.46% 26
2025
Q4 		$5.59M Sell
75,324
-410
-0.5% -$30.1K 0.48% 27
2025
Q3 		$5.49M Sell
75,734
-2,987
-4% -$208K 0.48% 28
2025
Q2 		$5.28M Sell
78,721
-1,125
-1% -$69.7K 0.5% 27
2025
Q1 		$4.83M Sell
79,846
-1,050
-1% -$67.1K 0.49% 29
2024
Q4 		$5.16M Sell
80,896
-13,790
-15% -$884K 0.53% 26
2024
Q3 		$5.89M Sell
94,686
-1,977
-2% -$118K 0.59% 25
2024
Q2 		$5.69M Sell
96,663
-11,220
-10% -$638K 0.61% 24
2024
Q1 		$6.15M Sell
107,883
-3,145
-3% -$170K 0.67% 23
2023
Q4 		$5.75M Sell
111,028
-9,828
-8% -$476K 0.68% 25
2023
Q3 		$5.63M Sell
120,856
-7,519
-6% -$364K 0.74% 25
2023
Q2 		$6.18M Sell
128,375
-955
-0.7% -$43.4K 0.81% 25
2023
Q1 		$5.75M Sell
129,330
-1,695
-1% -$73.6K 0.75% 28
2022
Q4 		$5.45M Sell
131,025
-12,350
-9% -$516K 0.74% 27
2022
Q3 		$5.57M Buy
143,375
+74,048
+107% +$3.18M 0.8% 24
2022
Q2 		$2.83M Buy
69,327
+52,770
+319% +$2.34M 0.37% 44
2022
Q1 		$812K Buy
+16,557
New +$800K 0.09% 99

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
VT
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
PL
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SNS Financial Group's DFUS Position: Q1 2026 in Review

SNS Financial Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.37% in Q1 2026, selling an estimated $20.7K and leaving 75,045 shares worth $5.32M. The position accounts for 0.46% of the portfolio, ranked #26.

SNS Financial Group first reported a position in DFUS in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.18M in Q2 2023. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • SNS Financial Group held 75,045 shares of Dimensional US Equity ETF worth $5.32M as of Q1 2026.
  • SNS Financial Group sold 279 Dimensional US Equity ETF shares in Q1 2026, an estimated $20.7K.
  • Dimensional US Equity ETF made up 0.46% of SNS Financial Group's portfolio in Q1 2026, its #26 holding.
  • SNS Financial Group first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • SNS Financial Group's Dimensional US Equity ETF position peaked at $6.18M in Q2 2023.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.