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
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 $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
VT
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
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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return