AC
DFUS

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

Applied 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 		$3.12M Buy
38,025
+2,096
+6% +$166K 1% 16
2026
Q1 		$2.55M Buy
35,929
+14,577
+68% +$1.08M 0.95% 16
2025
Q4 		$1.58M Sell
21,352
-85
-0.4% -$6.25K 0.61% 25
2025
Q3 		$1.55M Sell
21,437
-496
-2% -$34.6K 0.63% 25
2025
Q2 		$1.47M Sell
21,933
-121
-0.5% -$7.49K 0.65% 23
2025
Q1 		$1.33M Sell
22,054
-1,046
-5% -$66.8K 0.65% 23
2024
Q4 		$1.47M Sell
23,100
-354
-2% -$22.7K 0.76% 22
2024
Q3 		$1.46M Sell
23,454
-197
-0.8% -$11.8K 0.75% 25
2024
Q2 		$1.39M Sell
23,651
-611
-3% -$34.7K 0.8% 22
2024
Q1 		$1.19M Buy
24,262
+19
+0.1% +$1.03K 0.71% 25
2023
Q4 		$1.19M Buy
24,243
+40
+0.2% +$1.94K 0.67% 26
2023
Q3 		$1.19M Sell
24,203
-451
-2% -$21.8K 0.73% 25
2023
Q2 		$1.19M Sell
24,654
-2
-0% -$91 0.74% 24
2023
Q1 		$1.1M Buy
24,656
+29
+0.1% +$1.26K 0.73% 24
2022
Q4 		$1.02M Sell
24,627
-38,038
-61% -$1.59M 0.74% 24
2022
Q3 		$2.43M Sell
62,665
-4,766
-7% -$205K 1.67% 13
2022
Q2 		$2.75M Sell
67,431
-8,368
-11% -$371K 1.88% 12
2022
Q1 		$3.72M Buy
+75,799
New +$3.66M 2.38% 11

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Applied Capital's DFUS Position: Q2 2026 in Review

Applied Capital increased its Dimensional US Equity ETF (DFUS) stake by 5.8% in Q2 2026, buying an estimated $166K and bringing the position to 38,025 shares worth $3.12M. The position accounts for 1% of the portfolio, ranked #16.

Applied Capital first reported a position in DFUS in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.72M in Q1 2022. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Applied Capital held 38,025 shares of Dimensional US Equity ETF worth $3.12M as of Q2 2026.
  • Applied Capital bought 2,096 Dimensional US Equity ETF shares in Q2 2026, an estimated $166K.
  • Dimensional US Equity ETF made up 1% of Applied Capital's portfolio in Q2 2026, its #16 holding.
  • Applied Capital first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • Applied Capital's Dimensional US Equity ETF position peaked at $3.72M in Q1 2022.
  • 450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Applied Capital's 13F filing for Q2 2026, filed 21 Jul 2026.