CIA
DFUS

Cape Investment Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

Cape Investment Advisory’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 		$744K Buy
9,081
+197
+2% +$15.6K 0.2% 89
2026
Q1 		$630K Sell
8,884
-18
-0.2% -$1.33K 0.21% 99
2025
Q4 		$660K Sell
8,902
-411
-4% -$30.2K 0.2% 91
2025
Q3 		$675K Buy
9,313
+274
+3% +$19.1K 0.66% 40
2025
Q2 		$606K Buy
9,039
+451
+5% +$27.9K 0.22% 83
2025
Q1 		$519K Buy
8,588
+312
+4% +$19.9K 0.21% 88
2024
Q4 		$528K Buy
8,276
+147
+2% +$9.43K 0.21% 87
2024
Q3 		$506K Buy
8,129
+1,405
+21% +$84.1K 0.21% 85
2024
Q2 		$396K Buy
6,724
+455
+7% +$25.9K 0.18% 91
2024
Q1 		$357K Buy
6,269
+916
+17% +$49.6K 0.17% 98
2023
Q4 		$277K Hold
5,353
– – 0.14% 108
2023
Q3 		$249K Buy
5,353
+700
+15% +$33.9K 0.14% 108
2023
Q2 		$224K Buy
4,653
+695
+18% +$31.6K 0.13% 120
2023
Q1 		$176K Buy
+3,958
New +$172K 0.11% 134

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
Mercer Global Advisors
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

Cape Investment Advisory's DFUS Position: Q2 2026 in Review

Cape Investment Advisory increased its Dimensional US Equity ETF (DFUS) stake by 2.2% in Q2 2026, buying an estimated $15.6K and bringing the position to 9,081 shares worth $744K. The position accounts for 0.2% of the portfolio, ranked #89.

Cape Investment Advisory first reported a position in DFUS in Q1 2023 and has held it in 14 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Cape Investment Advisory held 9,081 shares of Dimensional US Equity ETF worth $744K as of Q2 2026.
  • Cape Investment Advisory bought 197 Dimensional US Equity ETF shares in Q2 2026, an estimated $15.6K.
  • Dimensional US Equity ETF made up 0.2% of Cape Investment Advisory's portfolio in Q2 2026, its #89 holding.
  • Cape Investment Advisory first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.