Tillman Hartley LLC
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Tillman Hartley LLC’s Dimensional US Equity ETF DFUS Stock Holding History

Tillman Hartley LLC’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 		$11M Sell
132,021
-10,054
-7% -$834K 2.24% 11
2026
Q2 		$11.6M Buy
142,075
+606
+0.4% +$47.9K 2.62% 10
2026
Q1 		$10M Sell
141,469
-368
-0.3% -$27.3K 2.52% 11
2025
Q4 		$10.5M Buy
141,837
+360
+0.3% +$26.4K 2.64% 11
2025
Q3 		$10.2M Sell
141,477
-8,824
-6% -$615K 2.65% 11
2025
Q2 		$10.1M Sell
150,301
-17,240
-10% -$1.07M 2.85% 10
2025
Q1 		$10.1M Sell
167,541
-11,920
-7% -$762K 2.95% 11
2024
Q4 		$11.4M Buy
179,461
+6,117
+4% +$392K 3.29% 8
2024
Q3 		$10.8M Sell
173,344
-3,558
-2% -$213K 3.2% 10
2024
Q2 		$10.4M Buy
176,902
+711
+0.4% +$40.4K 3.56% 7
2024
Q1 		$10M Sell
176,191
-1,118
-0.6% -$60.5K 3.46% 7
2023
Q4 		$9.19M Sell
177,309
-2,617
-1% -$127K 3.42% 7
2023
Q3 		$8.38M Sell
179,926
-694
-0.4% -$33.6K 3.45% 7
2023
Q2 		$8.7M Buy
180,620
+3,779
+2% +$172K 3.47% 7
2023
Q1 		$7.86M Sell
176,841
-1,818
-1% -$78.9K 3.34% 7
2022
Q4 		$7.43M Buy
+178,659
New +$7.47M 3.2% 9

Other funds holding DFUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Tillman Hartley LLC's DFUS Position: Q3 2026 in Review

Tillman Hartley LLC reduced its Dimensional US Equity ETF (DFUS) stake by 7.1% in Q3 2026, selling an estimated $834K and leaving 132,021 shares worth $11M. The position accounts for 2.24% of the portfolio, ranked #11.

Tillman Hartley LLC first reported a position in DFUS in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.6M in Q2 2026. 710 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Tillman Hartley LLC held 132,021 shares of Dimensional US Equity ETF worth $11M as of Q3 2026.
  • Tillman Hartley LLC sold 10,054 Dimensional US Equity ETF shares in Q3 2026, an estimated $834K.
  • Dimensional US Equity ETF made up 2.24% of Tillman Hartley LLC's portfolio in Q3 2026, its #11 holding.
  • Tillman Hartley LLC first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • Tillman Hartley LLC's Dimensional US Equity ETF position peaked at $11.6M in Q2 2026.
  • 710 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Tillman Hartley LLC's 13F filing for Q3 2026, filed 6 Nov 2026.