Vanguard Personalized Indexing Management’s Dimensional US Equity ETF DFUS Stock Holding History

Vanguard Personalized Indexing Management’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 Q2	$425K	Sell	5,184 -273	-5%	-$21.6K	﹤0.01%	1503
2026 Q1	$387K	Buy	5,457 +750	+16%	+$55.6K	﹤0.01%	1463
2025 Q4	$349K	Hold	4,707	–	–	﹤0.01%	1439
2025 Q3	$341K	Hold	4,707	–	–	﹤0.01%	1442
2025 Q2	$315K	Hold	4,707	–	–	﹤0.01%	1414
2025 Q1	$285K	Hold	4,707	–	–	﹤0.01%	1361
2024 Q4	$300K	Hold	4,707	–	–	﹤0.01%	1333
2024 Q3	$293K	Hold	4,707	–	–	﹤0.01%	1358
2024 Q2	$277K	Hold	4,707	–	–	0.01%	1305
2024 Q1	$268K	Hold	4,707	–	–	0.01%	1320
2023 Q4	$244K	Buy	+4,707	New	+$228K	0.01%	1321

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

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

Vanguard Personalized Indexing Management's DFUS Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Dimensional US Equity ETF (DFUS) stake by 5% in Q2 2026, selling an estimated $21.6K and leaving 5,184 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Vanguard Personalized Indexing Management first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Vanguard Personalized Indexing Management held 5,184 shares of Dimensional US Equity ETF worth $425K as of Q2 2026.
Vanguard Personalized Indexing Management sold 273 Dimensional US Equity ETF shares in Q2 2026, an estimated $21.6K.
Dimensional US Equity ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1503 holding.
Vanguard Personalized Indexing Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.