BCA
DFUS

Bay Colony Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Bay Colony 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
Q2 		$485K Buy
5,924
+13
+0.2% +$1.03K 0.05% 266
2026
Q1 		$419K Buy
5,911
+663
+13% +$49.1K 0.05% 299
2025
Q4 		$389K Sell
5,248
-9,880
-65% -$726K 0.05% 328
2025
Q3 		$1.1M Buy
15,128
+3,204
+27% +$223K 0.13% 151
2025
Q2 		$799K Buy
11,924
+385
+3% +$23.8K 0.11% 172
2025
Q1 		$694K Buy
11,539
+685
+6% +$43.8K 0.11% 189
2024
Q4 		$692K Buy
10,854
+1,094
+11% +$70.1K 0.1% 197
2024
Q3 		$607K Buy
9,760
+72
+0.7% +$4.31K 0.09% 213
2024
Q2 		$570K Buy
9,688
+105
+1% +$5.97K 0.1% 199
2024
Q1 		$546K Buy
9,583
+1,309
+16% +$70.9K 0.1% 195
2023
Q4 		$429K Buy
8,274
+645
+8% +$31.2K 0.08% 225
2023
Q3 		$355K Buy
7,629
+1,502
+25% +$72.6K 0.09% 213
2023
Q2 		$295K Buy
6,127
+111
+2% +$5.05K 0.07% 239
2023
Q1 		$263K Buy
6,016
+23
+0.4% +$999 0.07% 258
2022
Q4 		$249K Buy
5,993
+73
+1% +$3.05K 0.07% 286
2022
Q3 		$230K Buy
5,920
+1,129
+24% +$48.5K 0.07% 270
2022
Q2 		$213K Buy
4,791
+517
+12% +$22.9K 0.05% 307
2022
Q1 		$210K Buy
4,274
+33
+0.8% +$1.59K 0.05% 332
2021
Q4 		$219K Buy
+4,241
New +$213K 0.06% 331

Other funds holding DFUS

PL
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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return