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 Q3	$25.1M	Buy	302,505 +5,039	+2%	+$418K	8.57%	3
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

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

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

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

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

American Capital Advisory's DFUS Position: Q3 2026 in Review

American Capital Advisory increased its Dimensional US Equity ETF (DFUS) stake by 1.7% in Q3 2026, buying an estimated $418K and bringing the position to 302,505 shares worth $25.1M. The position accounts for 8.57% of the portfolio, ranked #3.

American Capital Advisory first reported a position in DFUS in Q4 2023 and has held it in 12 quarters since. 378 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

American Capital Advisory held 302,505 shares of Dimensional US Equity ETF worth $25.1M as of Q3 2026.
American Capital Advisory bought 5,039 Dimensional US Equity ETF shares in Q3 2026, an estimated $418K.
Dimensional US Equity ETF made up 8.57% of American Capital Advisory's portfolio in Q3 2026, its #3 holding.
American Capital Advisory first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 12 quarters since.
378 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.