Brinker Capital Investments’s Dimensional US Equity ETF DFUS Stock Holding History

Brinker Capital Investments’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	$1.23M	Sell	14,976 -24,643	-62%	-$1.95M	0.01%	1040
2026 Q1	$2.81M	Sell	39,619 -6,102	-13%	-$452K	0.02%	591
2025 Q4	$3.39M	Sell	45,721 -787	-2%	-$57.8K	0.02%	598
2025 Q3	$3.37M	Buy	46,508 +27	+0.1%	+$1.88K	0.03%	573
2025 Q2	$3.12M	Buy	46,481 +860	+2%	+$53.3K	0.03%	566
2025 Q1	$2.76M	Buy	45,621 +423	+0.9%	+$27K	0.03%	565
2024 Q4	$2.88M	Sell	45,198 -297	-0.7%	-$19K	0.03%	531
2024 Q3	$2.83M	Sell	45,495 -225	-0.5%	-$13.5K	0.03%	531
2024 Q2	$2.69M	Sell	45,720 -367	-0.8%	-$20.9K	0.03%	514
2024 Q1	$2.63M	Buy	46,087 +4,267	+10%	+$231K	0.03%	530
2023 Q4	$2.16M	Sell	41,820 -1,461	-3%	-$70.7K	0.03%	593
2023 Q3	$2.01M	Buy	43,281 +271	+0.6%	+$13.1K	0.02%	609
2023 Q2	$2.07M	Sell	43,010 -1,595	-4%	-$72.6K	0.02%	637
2023 Q1	$1.98M	Buy	44,605 +32,440	+267%	+$1.41M	0.02%	592
2022 Q4	$506K	Hold	12,165	–	–	0.01%	972
2022 Q3	$472K	Hold	12,165	–	–	0.01%	965
2022 Q2	$496K	Hold	12,165	–	–	0.01%	984
2022 Q1	$596K	Hold	12,165	–	–	0.01%	985
2021 Q4	$629K	Buy	+12,165	New	+$611K	0.01%	986

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Brinker Capital Investments's DFUS Position: Q2 2026 in Review

Brinker Capital Investments reduced its Dimensional US Equity ETF (DFUS) stake by 62% in Q2 2026, selling an estimated $1.95M and leaving 14,976 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1040.

Brinker Capital Investments first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.39M in Q4 2025. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Brinker Capital Investments held 14,976 shares of Dimensional US Equity ETF worth $1.23M as of Q2 2026.
Brinker Capital Investments sold 24,643 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.95M.
Dimensional US Equity ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1040 holding.
Brinker Capital Investments first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
Brinker Capital Investments's Dimensional US Equity ETF position peaked at $3.39M in Q4 2025.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.