Belpointe Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Belpointe Asset Management’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	$907K	Hold	11,074	–	–	0.03%	522
2026 Q1	$785K	Hold	11,074	–	–	0.03%	541
2025 Q4	$821K	Hold	11,074	–	–	0.03%	503
2025 Q3	$802K	Hold	11,074	–	–	0.03%	482
2025 Q2	$742K	Hold	11,074	–	–	0.03%	447
2025 Q1	$670K	Hold	11,074	–	–	0.03%	463
2024 Q4	$677K	Hold	11,074	–	–	0.04%	434
2024 Q3	$689K	Hold	11,074	–	–	0.04%	412
2024 Q2	$652K	Buy	+11,074	New	+$630K	0.05%	394

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Belpointe Asset Management's DFUS Position: Q2 2026 in Review

Belpointe Asset Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 11,074 shares worth $907K. The position accounts for 0.03% of the portfolio, ranked #522.

Belpointe Asset Management first reported a position in DFUS in Q2 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Belpointe Asset Management held 11,074 shares of Dimensional US Equity ETF worth $907K as of Q2 2026.
Belpointe Asset Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #522 holding.
Belpointe Asset Management first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 9 quarters since.
450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.