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 Q3	$244K	Hold	2,943	–	–	﹤0.01%	1213
2026 Q2	$241K	Hold	2,943	–	–	﹤0.01%	1016
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

AlphaCore Capital's DFUS Position: Q3 2026 in Review

AlphaCore Capital held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 2,943 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

AlphaCore Capital first reported a position in DFUS in Q2 2022 and has held it in 14 quarters since. 562 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

AlphaCore Capital held 2,943 shares of Dimensional US Equity ETF worth $244K as of Q3 2026.
AlphaCore Capital left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1213 holding.
AlphaCore Capital first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 14 quarters since.
562 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.