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

Avestar 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 Q1	$2.14M	Sell	30,206 -879	-3%	-$65.1K	0.14%	117
2025 Q4	$2.31M	Sell	31,085 -1,067	-3%	-$78.4K	0.15%	114
2025 Q3	$2.33M	Sell	32,152 -5,756	-15%	-$401K	0.15%	113
2025 Q2	$2.54M	Buy	37,908 +760	+2%	+$47.1K	0.17%	99
2025 Q1	$2.25M	Sell	37,148 -6,900	-16%	-$441K	0.2%	94
2024 Q4	$2.81M	Hold	44,048	–	–	0.24%	79
2024 Q3	$2.74M	Sell	44,048 -53	-0.1%	-$3.17K	0.28%	66
2024 Q2	$2.6M	Sell	44,101 -3,630	-8%	-$206K	0.27%	73
2024 Q1	$2.72M	Sell	47,731 -188,282	-80%	-$10.2M	0.29%	65
2023 Q4	$12.2M	Sell	236,013 -51,174	-18%	-$2.48M	1.39%	16
2023 Q3	$13.4M	Sell	287,187 -72,924	-20%	-$3.53M	1.9%	8
2023 Q2	$17.3M	Buy	360,111 +343,841	+2,113%	+$15.6M	2.78%	6
2023 Q1	$723K	Sell	16,270 -2,530	-13%	-$110K	0.13%	100
2022 Q4	$782K	Buy	+18,800	New	+$786K	0.14%	94

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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

SWA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Avestar Capital's DFUS Position: Q1 2026 in Review

Avestar Capital reduced its Dimensional US Equity ETF (DFUS) stake by 2.8% in Q1 2026, selling an estimated $65.1K and leaving 30,206 shares worth $2.14M. The position accounts for 0.14% of the portfolio, ranked #117.

Avestar Capital first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.3M in Q2 2023. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Avestar Capital held 30,206 shares of Dimensional US Equity ETF worth $2.14M as of Q1 2026.
Avestar Capital sold 879 Dimensional US Equity ETF shares in Q1 2026, an estimated $65.1K.
Dimensional US Equity ETF made up 0.14% of Avestar Capital's portfolio in Q1 2026, its #117 holding.
Avestar Capital first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Avestar Capital's Dimensional US Equity ETF position peaked at $17.3M in Q2 2023.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.