AC
DFUS

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

Apella 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
Q2 		$180M Buy
2,199,716
+19,165
+0.9% +$1.52M 2.54% 5
2026
Q1 		$169M Buy
2,180,551
+956,292
+78% +$70.9M 2.51% 6
2025
Q4 		$90.8M Buy
1,224,259
+62,139
+5% +$4.57M 1.79% 13
2025
Q3 		$83.5M Sell
1,162,120
-15,132
-1% -$1.05M 1.86% 13
2025
Q2 		$79.4M Buy
1,177,252
+461,706
+65% +$28.6M 2.15% 9
2025
Q1 		$42M Buy
715,546
+57,052
+9% +$3.65M 1.44% 16
2024
Q4 		$42M Buy
658,494
+1,511
+0.2% +$96.9K 1.61% 15
2024
Q3 		$40.5M Sell
656,983
-8,035
-1% -$481K 1.66% 16
2024
Q2 		$39.9M Buy
665,018
+22,175
+3% +$1.26M 1.78% 15
2024
Q1 		$36.3M Sell
642,843
-24,036
-4% -$1.3M 1.83% 15
2023
Q4 		$33.9M Sell
666,879
-9,543
-1% -$462K 1.89% 15
2023
Q3 		$31.5M Sell
676,422
-14,050
-2% -$680K 2.23% 11
2023
Q2 		$33.3M Buy
+690,472
New +$31.4M 2.37% 10
2022
Q4 		$17.8M Buy
428,220
+10,874
+3% +$455K 1.62% 19
2022
Q3 		$16.2M Sell
417,346
-320
-0.1% -$13.8K 1.89% 15
2022
Q2 		$17M Buy
+417,666
New +$18.5M 2.03% 15
2022
Q1 		– Sell
-433,311
Closed -$22.4M – 215
2021
Q4 		$22.4M Sell
433,311
-1,634
-0.4% -$82.1K 2.86% 9
2021
Q3 		$20.5M Buy
434,945
+2,867
+0.7% +$139K 2.95% 8
2021
Q2 		$20.4M Buy
+432,078
New +$20.1M 3.35% 5

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

Apella Capital's DFUS Position: Q2 2026 in Review

Apella Capital increased its Dimensional US Equity ETF (DFUS) stake by 0.88% in Q2 2026, buying an estimated $1.52M and bringing the position to 2,199,716 shares worth $180M. The position accounts for 2.54% of the portfolio, ranked #5.

Apella Capital first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Apella Capital held 2,199,716 shares of Dimensional US Equity ETF worth $180M as of Q2 2026.
  • Apella Capital bought 19,165 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.52M.
  • Dimensional US Equity ETF made up 2.54% of Apella Capital's portfolio in Q2 2026, its #5 holding.
  • Apella Capital first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.