American Capital Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

American Capital Advisory’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 Q2	$24.4M	Buy	297,466 +30,143	+11%	+$2.38M	8.87%	3
2026 Q1	$19M	Buy	267,323 +32,061	+14%	+$2.38M	7.65%	3
2025 Q4	$17.4M	Buy	235,262 +18,388	+8%	+$1.35M	7.56%	3
2025 Q3	$15.7M	Buy	216,874 +6,146	+3%	+$428K	7.29%	3
2025 Q2	$14.1M	Sell	210,728 -5,052	-2%	-$313K	7.07%	3
2025 Q1	$13.1M	Buy	215,780 +40,277	+23%	+$2.57M	7.04%	3
2024 Q4	$11.2M	Buy	175,503 +13,796	+9%	+$885K	6.2%	3
2024 Q3	$10.1M	Buy	161,707 +83,185	+106%	+$4.98M	5.83%	3
2024 Q2	$4.07M	Buy	78,522 +29,040	+59%	+$1.65M	2.91%	8
2024 Q1	$2.2M	Sell	49,482 -29,040	-37%	-$1.57M	1.92%	9
2023 Q4	$4.07M	Buy	+78,522	New	+$3.8M	2.91%	8

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

American Capital Advisory's DFUS Position: Q2 2026 in Review

American Capital Advisory increased its Dimensional US Equity ETF (DFUS) stake by 11% in Q2 2026, buying an estimated $2.38M and bringing the position to 297,466 shares worth $24.4M. The position accounts for 8.87% of the portfolio, ranked #3.

American Capital Advisory first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

American Capital Advisory held 297,466 shares of Dimensional US Equity ETF worth $24.4M as of Q2 2026.
American Capital Advisory bought 30,143 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.38M.
Dimensional US Equity ETF made up 8.87% of American Capital Advisory's portfolio in Q2 2026, its #3 holding.
American Capital Advisory first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.