Brookstone Capital Management
DFUS icon

Brookstone Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Brookstone Capital 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
Q3 		$534K Buy
6,426
+820
+15% +$68K 0.01% 908
2026
Q2 		$459K Hold
5,606
– – ﹤0.01% 961
2026
Q1 		$398K Buy
5,606
+227
+4% +$16.8K ﹤0.01% 944
2025
Q4 		$399K Sell
5,379
-287
-5% -$21.1K ﹤0.01% 904
2025
Q3 		$410K Sell
5,666
-718
-11% -$50K ﹤0.01% 871
2025
Q2 		$428K Sell
6,384
-348
-5% -$21.5K 0.01% 788
2025
Q1 		$407K Sell
6,732
-317
-4% -$20.3K 0.01% 760
2024
Q4 		$449K Sell
7,049
-6,834
-49% -$438K 0.01% 720
2024
Q3 		$864K Buy
13,883
+414
+3% +$24.8K 0.01% 553
2024
Q2 		$813K Sell
13,469
-22
-0.2% -$1.25K 0.01% 541
2024
Q1 		$769K Buy
13,491
+6,322
+88% +$342K 0.01% 537
2023
Q4 		$372K Hold
7,169
– – 0.01% 659
2023
Q3 		$332K Buy
7,169
+778
+12% +$37.6K 0.01% 664
2023
Q2 		$304K Hold
6,391
– – 0.01% 684
2023
Q1 		$287K Sell
6,391
-1,937
-23% -$84.1K 0.01% 699
2022
Q4 		$351K Sell
8,328
-2,400
-22% -$100K 0.01% 666
2022
Q3 		$417K Hold
10,728
– – 0.01% 595
2022
Q2 		$451K Buy
+10,728
New +$475K 0.01% 578
2022
Q1 		– Sell
-6,391
Closed -$324K – 785
2021
Q4 		$324K Hold
6,391
– – 0.01% 611
2021
Q3 		$306K Hold
6,391
– – 0.01% 591
2021
Q2 		$305K Buy
+6,391
New +$298K 0.01% 586

Other funds holding DFUS

Root Financial Partners
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Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Penney Financial
Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Brookstone Capital Management's DFUS Position: Q3 2026 in Review

Brookstone Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 15% in Q3 2026, buying an estimated $68K and bringing the position to 6,426 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #908.

Brookstone Capital Management first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $864K in Q3 2024. 274 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Brookstone Capital Management held 6,426 shares of Dimensional US Equity ETF worth $534K as of Q3 2026.
  • Brookstone Capital Management bought 820 Dimensional US Equity ETF shares in Q3 2026, an estimated $68K.
  • Dimensional US Equity ETF made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #908 holding.
  • Brookstone Capital Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • Brookstone Capital Management's Dimensional US Equity ETF position peaked at $864K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.