Symmetry Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Symmetry Partners’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 Q3	$6.57M	Sell	79,122 -3,477	-4%	-$289K	0.34%	38
2026 Q2	$6.77M	Buy	82,599 +1,121	+1%	+$88.6K	0.35%	36
2026 Q1	$5.78M	Sell	81,478 -6,073	-7%	-$450K	0.33%	38
2025 Q4	$6.49M	Sell	87,551 -6,126	-7%	-$450K	0.38%	36
2025 Q3	$6.79M	Sell	93,677 -1,385	-1%	-$96.5K	0.74%	34
2025 Q2	$6.37M	Sell	95,062 -2,283	-2%	-$141K	0.78%	31
2025 Q1	$5.89M	Sell	97,345 -9,290	-9%	-$594K	0.82%	30
2024 Q4	$6.8M	Sell	106,635 -5,851	-5%	-$375K	0.97%	28
2024 Q3	$7M	Sell	112,486 -204,809	-65%	-$12.3M	1.66%	19
2024 Q2	$18.7M	Buy	317,295 +5,712	+2%	+$325K	0.96%	28
2024 Q1	$17.8M	Sell	311,583 -5,803	-2%	-$314K	1.39%	20
2023 Q4	$16.5M	Sell	317,386 -1,965	-0.6%	-$95.1K	0.89%	31
2023 Q3	$14.9M	Sell	319,351 -672	-0.2%	-$32.5K	0.81%	34
2023 Q2	$15.4M	Sell	320,023 -96	-0%	-$4.37K	0.82%	30
2023 Q1	$14.2M	Buy	320,119 +252	+0.1%	+$10.9K	0.78%	31
2022 Q4	$13.3M	Buy	319,867 +6,300	+2%	+$263K	0.79%	30
2022 Q3	$12.2M	Buy	313,567 +34,680	+12%	+$1.49M	0.82%	30
2022 Q2	$11.4M	Buy	278,887 +13,969	+5%	+$619K	0.76%	30
2022 Q1	$13M	Buy	264,918 +27,958	+12%	+$1.35M	0.82%	30
2021 Q4	$12.3M	Buy	236,960 +1	+0%	+$50	0.78%	31
2021 Q3	$11.3M	Hold	236,959	–	–	0.74%	31
2021 Q2	$11.2M	Buy	+236,959	New	+$11M	0.74%	32

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Symmetry Partners's DFUS Position: Q3 2026 in Review

Symmetry Partners reduced its Dimensional US Equity ETF (DFUS) stake by 4.2% in Q3 2026, selling an estimated $289K and leaving 79,122 shares worth $6.57M. The position accounts for 0.34% of the portfolio, ranked #38.

Symmetry Partners first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. The position peaked at $18.7M in Q2 2024. 562 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Symmetry Partners held 79,122 shares of Dimensional US Equity ETF worth $6.57M as of Q3 2026.
Symmetry Partners sold 3,477 Dimensional US Equity ETF shares in Q3 2026, an estimated $289K.
Dimensional US Equity ETF made up 0.34% of Symmetry Partners's portfolio in Q3 2026, its #38 holding.
Symmetry Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
Symmetry Partners's Dimensional US Equity ETF position peaked at $18.7M in Q2 2024.
562 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Symmetry Partners's 13F filing for Q3 2026, filed 27 Oct 2026.