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 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

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

Brookstone Capital Management's DFUS Position: Q2 2026 in Review

Brookstone Capital Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 5,606 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Brookstone Capital Management first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $864K in Q3 2024. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Brookstone Capital Management held 5,606 shares of Dimensional US Equity ETF worth $459K as of Q2 2026.
Brookstone Capital Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #961 holding.
Brookstone Capital Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Brookstone Capital Management's Dimensional US Equity ETF position peaked at $864K in Q3 2024.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.