SPIA
DFUS

Steward Partners Investment Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

Steward Partners Investment Advisory’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 		$508K Sell
7,161
-9,117
-56% -$676K ﹤0.01% 1520
2025
Q4 		$1.21M Sell
16,278
-116
-0.7% -$8.52K 0.01% 980
2025
Q3 		$1.19M Sell
16,394
-177
-1% -$12.3K 0.01% 986
2025
Q2 		$1.11M Sell
16,571
-5,184
-24% -$321K 0.01% 947
2025
Q1 		$1.32M Buy
21,755
+4,988
+30% +$319K 0.01% 804
2024
Q4 		$1.07M Buy
16,767
+565
+3% +$36.2K 0.01% 849
2024
Q3 		$1.01M Buy
16,202
+4,293
+36% +$257K 0.01% 846
2024
Q2 		$701K Sell
11,909
-550
-4% -$31.3K 0.01% 929
2024
Q1 		$710K Buy
12,459
+421
+3% +$22.8K 0.01% 916
2023
Q4 		$624K Buy
12,038
+10,800
+872% +$523K 0.01% 901
2023
Q3 		$57.6K Buy
1,238
+100
+9% +$4.84K ﹤0.01% 1843
2023
Q2 		$54.8K Hold
1,138
– – ﹤0.01% 1846
2023
Q1 		$50.6K Hold
1,138
– – ﹤0.01% 1860
2022
Q4 		$47.4K Hold
1,138
– – ﹤0.01% 1857
2022
Q3 		$44K Hold
1,138
– – ﹤0.01% 1849
2022
Q2 		$46K Hold
1,138
– – ﹤0.01% 1846
2022
Q1 		$56K Hold
1,138
– – ﹤0.01% 1857
2021
Q4 		$59K Sell
1,138
-150
-12% -$7.54K ﹤0.01% 1824
2021
Q3 		$61K Hold
1,288
– – ﹤0.01% 1783
2021
Q2 		$61K Buy
+1,288
New +$60K ﹤0.01% 2916

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

Steward Partners Investment Advisory's DFUS Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Dimensional US Equity ETF (DFUS) stake by 56% in Q1 2026, selling an estimated $676K and leaving 7,161 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Steward Partners Investment Advisory first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.32M in Q1 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Steward Partners Investment Advisory held 7,161 shares of Dimensional US Equity ETF worth $508K as of Q1 2026.
  • Steward Partners Investment Advisory sold 9,117 Dimensional US Equity ETF shares in Q1 2026, an estimated $676K.
  • Dimensional US Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1520 holding.
  • Steward Partners Investment Advisory first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's Dimensional US Equity ETF position peaked at $1.32M in Q1 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.