Olio Financial Planning / DFUS
Olio Financial Planning’s Dimensional Etf Trust Position
Does Olio Financial Planning own Dimensional Etf Trust (DFUS)? Yes — 882.6K shares worth $63M (+17.34% of its 13F portfolio) as of Q1 2026, up from 856.2K shares the prior filed quarter.
Position Value
$63M
Q1 2026
Shares
882.6K
% of Portfolio
+17.34%
Quarters Held
17
currently held
Position History DFUS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 882.6K | $63M | +17.34% |
| Q4 2025 | 856.2K | $64M | +17.81% |
| Q3 2025 | 824.8K | $60M | +17.53% |
| Q2 2025 | 809.9K | $54M | +17.12% |
| Q1 2025 | 760.4K | $46M | +15.89% |
| Q4 2024 | 665.2K | $42M | +14.89% |
| Q3 2024 | 201.7K | $10M | +4.41% |
| Q2 2024 | 200.7K | $10M | +4.40% |
| Q1 2024 | 201.7K | $10M | +4.41% |
| Q4 2023 | 204.8K | $11M | +4.46% |
| Q3 2023 | 168.9K | $8M | +3.69% |
| Q2 2023 | 150.9K | $7M | +3.45% |
| Q1 2023 | 131.3K | $6M | +3.02% |
| Q4 2022 | 112.4K | $5M | +2.53% |
| Q3 2022 | 87.3K | $3M | +2.01% |
| Q2 2022 | 58.3K | $2M | +1.33% |
| Q1 2022 | 34.8K | $2M | +0.98% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olio Financial Planning’s full portfolio or all institutional holders of DFUS.