Intelligence Driven Advisers, LLC DFUS holdings history
DIMENSIONAL US EQ MKT ETF · CUSIP 25434V401 · CIK 1819955
As of 2026-06-30, Intelligence Driven Advisers, LLC reported 1.28M DFUS (shares), valued at $104.81M, or 17.02% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares decreased 0.08%; reported value increased 15.46%, and weight changed +1.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 17.02% | 1,279,127 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 15.83% | 1,280,186 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 15.42% | 1,454,009 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 15.56% | 1,549,607 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 15.49% | 1,532,653 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 15.56% | 1,335,847 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 15.85% | 1,321,902 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 15.70% | 1,765,457 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 14.72% | 1,765,454 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 14.33% | 1,701,852 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 14.95% | 1,762,444 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 2.57% | 313,786 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.57% | 313,786 | $14.49M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 14.95% | 1,762,444 | $92.51M | Shares increased 461.67%; reported value increased 538.42%, and weight changed +12.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 14.33% | 1,701,852 | $96.97M | Shares decreased 3.44%; reported value increased 4.82%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 14.72% | 1,765,454 | $103.90M | Shares increased 3.74%; reported value increased 7.14%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 15.70% | 1,765,457 | $109.81M | Shares increased 0.00%; reported value increased 5.69%, and weight changed +0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 15.85% | 1,321,902 | $84.27M | Shares decreased 25.12%; reported value decreased 23.26%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 15.56% | 1,335,847 | $80.79M | Shares increased 1.05%; reported value decreased 4.13%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 15.49% | 1,532,653 | $102.72M | Shares increased 14.73%; reported value increased 27.14%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 15.56% | 1,549,607 | $112.25M | Shares increased 1.11%; reported value increased 9.28%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 15.42% | 1,454,009 | $107.84M | Shares decreased 6.17%; reported value decreased 3.93%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 15.83% | 1,280,186 | $90.78M | Shares decreased 11.95%; reported value decreased 15.82%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 17.02% | 1,279,127 | $104.81M | Shares decreased 0.08%; reported value increased 15.46%, and weight changed +1.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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