CSC
DFUS

Caldwell Sutter Capital’s Dimensional US Equity ETF DFUS Stock Holding History

Caldwell Sutter Capital’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
2025
Q4 		– Sell
-2,264
Closed -$164K – 883
2025
Q3 		$164K Hold
2,264
– – 0.07% 234
2025
Q2 		$152K Hold
2,264
– – 0.07% 234
2025
Q1 		$137K Hold
2,264
– – 0.07% 242
2024
Q4 		$144K Hold
2,264
– – 0.07% 235
2024
Q3 		$141K Hold
2,264
– – 0.07% 245
2024
Q2 		$133K Hold
2,264
– – 0.07% 240
2024
Q1 		$129K Hold
2,264
– – 0.06% 249
2023
Q4 		$117K Hold
2,264
– – 0.06% 250
2023
Q3 		$105K Hold
2,264
– – 0.06% 247
2023
Q2 		$109K Hold
2,264
– – 0.06% 239
2023
Q1 		$101K Hold
2,264
– – 0.07% 186
2022
Q4 		$94.2K Buy
+2,264
New +$94.7K 0.08% 150

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Caldwell Sutter Capital's DFUS Position: Q4 2025 in Review

Caldwell Sutter Capital sold out of Dimensional US Equity ETF (DFUS) in Q4 2025, closing a stake of 2,264 shares — an estimated $164K sold.

Caldwell Sutter Capital first reported a position in DFUS in Q4 2022 and held it in 12 quarters. The position peaked at $164K in Q3 2025. 843 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

  • Caldwell Sutter Capital reported no remaining Dimensional US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 2,264 Dimensional US Equity ETF shares in Q4 2025, an estimated $164K.
  • Caldwell Sutter Capital first reported a position in Dimensional US Equity ETF in Q4 2022 and held it in 12 quarters.
  • Caldwell Sutter Capital's Dimensional US Equity ETF position peaked at $164K in Q3 2025.
  • 843 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

Based on Caldwell Sutter Capital's 13F filing for Q4 2025, filed 30 Jan 2026.