ACA
DFUS

Aptus Capital Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Aptus Capital Advisors’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
Q1 		$13.9M Buy
196,273
+14,268
+8% +$1.06M 0.12% 164
2025
Q4 		$13.5M Sell
182,005
-2,228
-1% -$164K 0.11% 174
2025
Q3 		$13.3M Buy
184,233
+2,841
+2% +$198K 0.12% 173
2025
Q2 		$12.2M Buy
181,392
+59,718
+49% +$3.7M 0.12% 171
2025
Q1 		$7.36M Buy
121,674
+20,264
+20% +$1.29M 0.08% 222
2024
Q4 		$6.46M Buy
101,410
+68,325
+207% +$4.38M 0.08% 231
2024
Q3 		$2.06M Buy
33,085
+2,289
+7% +$137K 0.03% 312
2024
Q2 		$1.81M Sell
30,796
-235
-0.8% -$13.4K 0.03% 306
2024
Q1 		$1.77M Sell
31,031
-94
-0.3% -$5.09K 0.04% 315
2023
Q4 		$1.61M Hold
31,125
– – 0.05% 247
2023
Q3 		$1.45M Sell
31,125
-106
-0.3% -$5.13K 0.04% 260
2023
Q2 		$1.5M Sell
31,231
-340
-1% -$15.5K 0.04% 242
2023
Q1 		$1.4M Buy
+31,571
New +$1.37M 0.04% 243

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return