WT
DFUS

Whittier Trust’s Dimensional US Equity ETF DFUS Stock Holding History

Whittier Trust’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
2025
Q1 		– Sell
-2,141
Closed -$136K – 1506
2024
Q4 		$136K Hold
2,141
– – ﹤0.01% 724
2024
Q3 		$133K Hold
2,141
– – ﹤0.01% 737
2024
Q2 		$126K Hold
2,141
– – ﹤0.01% 731
2024
Q1 		$122K Sell
2,141
-4,518
-68% -$245K ﹤0.01% 751
2023
Q4 		$345K Hold
6,659
– – 0.01% 548
2023
Q3 		$310K Hold
6,659
– – 0.01% 554
2023
Q2 		$321K Hold
6,659
– – 0.01% 545
2023
Q1 		$296K Hold
6,659
– – 0.01% 576
2022
Q4 		$277K Hold
6,659
– – 0.01% 575
2022
Q3 		$258K Hold
6,659
– – 0.01% 574
2022
Q2 		$271K Hold
6,659
– – 0.01% 570
2022
Q1 		$326K Hold
6,659
– – 0.01% 572
2021
Q4 		$344K Hold
6,659
– – 0.01% 562
2021
Q3 		$314K Hold
6,659
– – 0.01% 555
2021
Q2 		$314K Buy
+6,659
New +$310K 0.01% 561

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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Whittier Trust's DFUS Position: Q1 2025 in Review

Whittier Trust sold out of Dimensional US Equity ETF (DFUS) in Q1 2025, closing a stake of 2,141 shares — an estimated $136K sold.

Whittier Trust first reported a position in DFUS in Q2 2021 and held it in 15 quarters. The position peaked at $345K in Q4 2023. 703 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • Whittier Trust reported no remaining Dimensional US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 2,141 Dimensional US Equity ETF shares in Q1 2025, an estimated $136K.
  • Whittier Trust first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 15 quarters.
  • Whittier Trust's Dimensional US Equity ETF position peaked at $345K in Q4 2023.
  • 703 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.