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 $81.2B AUM 27.81% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Focus Partners Wealth

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

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

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

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

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

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

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return