SS
DFUS

Sunbelt Securities’s Dimensional US Equity ETF DFUS Stock Holding History

Sunbelt Securities’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 		$38K Hold
536
– – ﹤0.01% 1096
2025
Q4 		$39.8K Hold
536
– – ﹤0.01% 1057
2025
Q3 		$38.8K Hold
536
– – ﹤0.01% 1076
2025
Q2 		$34.2K Hold
536
– – ﹤0.01% 1027
2025
Q1 		$32.4K Hold
536
– – ﹤0.01% 999
2024
Q4 		$34.3K Hold
536
– – ﹤0.01% 1025
2024
Q3 		$33.3K Hold
536
– – ﹤0.01% 1043
2024
Q2 		$31.5K Hold
536
– – ﹤0.01% 1013
2024
Q1 		$30.5K Hold
536
– – ﹤0.01% 991
2023
Q4 		$27.8K Buy
536
+2
+0.4% +$97 ﹤0.01% 946
2023
Q3 		$24.8K Buy
534
+2
+0.4% +$97 ﹤0.01% 957
2023
Q2 		$25.6K Buy
532
+2
+0.4% +$91 ﹤0.01% 958
2023
Q1 		$23.2K Buy
+530
New +$23K ﹤0.01% 918

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

Sunbelt Securities's DFUS Position: Q1 2026 in Review

Sunbelt Securities held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 536 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Sunbelt Securities first reported a position in DFUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $39.8K in Q4 2025. 854 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Sunbelt Securities held 536 shares of Dimensional US Equity ETF worth $38K as of Q1 2026.
  • Sunbelt Securities left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1096 holding.
  • Sunbelt Securities first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Dimensional US Equity ETF position peaked at $39.8K in Q4 2025.
  • 854 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.