AC
DFUS

AlphaCore Capital’s Dimensional US Equity ETF DFUS Stock Holding History

AlphaCore Capital’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
Q1 		$209K Sell
2,943
-100
-3% -$7.41K ﹤0.01% 831
2025
Q4 		$226K Hold
3,043
– – 0.01% 934
2025
Q3 		$220K Hold
3,043
– – 0.01% 677
2025
Q2 		$204K Buy
3,043
+100
+3% +$6.19K 0.01% 573
2025
Q1 		$178K Buy
+2,943
New +$188K 0.02% 457
2024
Q1 		– Sell
-659
Closed -$34.2K – 194
2023
Q4 		$34.2K Hold
659
– – 0.01% 291
2023
Q3 		$30.7K Sell
659
-211
-24% -$10.2K ﹤0.01% 290
2023
Q2 		$41.9K Hold
870
– – 0.01% 251
2023
Q1 		$38.7K Sell
870
-2,592
-75% -$113K 0.01% 173
2022
Q4 		$144K Hold
3,462
– – 0.06% 86
2022
Q3 		$134K Hold
3,462
– – 0.06% 74
2022
Q2 		$141K Buy
+3,462
New +$153K 0.07% 78

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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return