Stonebrook Private’s Dimensional US Equity ETF DFUS Stock Holding History

Stonebrook Private’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	$305K	Buy	4,306 +2	+0%	+$148	0.07%	163
2025 Q4	$319K	Sell	4,304 -816	-16%	-$60K	0.07%	152
2025 Q3	$371K	Sell	5,120 -1,748	-25%	-$122K	0.08%	149
2025 Q2	$460K	Sell	6,868 -1,422	-17%	-$88.1K	0.11%	132
2025 Q1	$501K	Sell	8,290 -1,014	-11%	-$64.8K	0.13%	122
2024 Q4	$593K	Sell	9,304 -2,489	-21%	-$160K	0.16%	106
2024 Q3	$734K	Sell	11,793 -45,124	-79%	-$2.7M	0.19%	99
2024 Q2	$3.35M	Sell	56,917 -66,816	-54%	-$3.8M	0.96%	30
2024 Q1	$7.05M	Buy	123,733 +20,668	+20%	+$1.12M	2.06%	8
2023 Q4	$5.34M	Buy	+103,065	New	+$4.99M	1.78%	11

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

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return