SAS
DFUS

Spurstone Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

Spurstone Advisory Services’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 		– Sell
-70
Closed -$5.19K – 83
2025
Q4 		$5.19K Hold
70
– – 0.08% 46
2025
Q3 		$5.07K Hold
70
– – 0.07% 58
2025
Q2 		$4.69K Hold
70
– – 0.07% 86
2025
Q1 		$4.23K Hold
70
– – 0.08% 55
2024
Q4 		$4.46K Buy
+70
New +$4.49K 0.09% 48

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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Spurstone Advisory Services's DFUS Position: Q1 2026 in Review

Spurstone Advisory Services sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 70 shares — an estimated $5.19K sold.

Spurstone Advisory Services first reported a position in DFUS in Q4 2024 and held it in 5 quarters. The position peaked at $5.19K in Q4 2025. 854 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Spurstone Advisory Services reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Spurstone Advisory Services sold 70 Dimensional US Equity ETF shares in Q1 2026, an estimated $5.19K.
  • Spurstone Advisory Services first reported a position in Dimensional US Equity ETF in Q4 2024 and held it in 5 quarters.
  • Spurstone Advisory Services's Dimensional US Equity ETF position peaked at $5.19K in Q4 2025.
  • 854 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.