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

Bryn Mawr 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 Q1	$545K	Hold	7,682	–	–	0.03%	267
2025 Q4	$570K	Hold	7,682	–	–	0.03%	263
2025 Q3	$556K	Hold	7,682	–	–	0.03%	262
2025 Q2	$515K	Hold	7,682	–	–	0.03%	270
2025 Q1	$465K	Hold	7,682	–	–	0.03%	265
2024 Q4	$490K	Hold	7,682	–	–	0.03%	283
2024 Q3	$478K	Hold	7,682	–	–	0.03%	286
2024 Q2	$452K	Hold	7,682	–	–	0.02%	289
2024 Q1	$438K	Hold	7,682	–	–	0.02%	299
2023 Q4	$398K	Sell	7,682 -20,323	-73%	-$984K	0.02%	302
2023 Q3	$1.3M	Hold	28,005	–	–	0.09%	179
2023 Q2	$1.35M	Hold	28,005	–	–	0.13%	141
2023 Q1	$1.24M	Buy	28,005 +5,416	+24%	+$235K	0.13%	143
2022 Q4	$940K	Hold	22,589	–	–	0.1%	161
2022 Q3	$877K	Sell	22,589 -1,270	-5%	-$54.6K	0.31%	72
2022 Q2	$972K	Buy	23,859 +6,266	+36%	+$278K	0.32%	73
2022 Q1	$862K	Hold	17,593	–	–	0.24%	83
2021 Q4	$910K	Sell	17,593 -4,469	-20%	-$225K	0.35%	43
2021 Q3	$1.04M	Hold	22,062	–	–	0.47%	37
2021 Q2	$1.04M	Buy	+22,062	New	+$1.03M	0.47%	35

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bryn Mawr Capital Management's DFUS Position: Q1 2026 in Review

Bryn Mawr Capital Management held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 7,682 shares worth $545K. The position accounts for 0.03% of the portfolio, ranked #267.

Bryn Mawr Capital Management first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q2 2023. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Bryn Mawr Capital Management held 7,682 shares of Dimensional US Equity ETF worth $545K as of Q1 2026.
Bryn Mawr Capital Management left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.03% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #267 holding.
Bryn Mawr Capital Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Bryn Mawr Capital Management's Dimensional US Equity ETF position peaked at $1.35M in Q2 2023.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.