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YHB Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

YHB Investment Advisors’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
-3,566
Closed -$227K – 293
2024
Q4 		$227K Hold
3,566
– – 0.02% 263
2024
Q3 		$222K Hold
3,566
– – 0.02% 270
2024
Q2 		$210K Hold
3,566
– – 0.02% 272
2024
Q1 		$203K Buy
+3,566
New +$193K 0.02% 268

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $2.57B AUM 21.7% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

YHB Investment Advisors's DFUS Position: Q1 2025 in Review

YHB Investment Advisors sold out of Dimensional US Equity ETF (DFUS) in Q1 2025, closing a stake of 3,566 shares — an estimated $227K sold.

YHB Investment Advisors first reported a position in DFUS in Q1 2024 and held it in 4 quarters. The position peaked at $227K in Q4 2024. 704 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • YHB Investment Advisors reported no remaining Dimensional US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 3,566 Dimensional US Equity ETF shares in Q1 2025, an estimated $227K.
  • YHB Investment Advisors first reported a position in Dimensional US Equity ETF in Q1 2024 and held it in 4 quarters.
  • YHB Investment Advisors's Dimensional US Equity ETF position peaked at $227K in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on YHB Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.