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

Capital Investment Advisory Services’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	$48.7K	Sell	594 -28	-5%	-$2.21K	﹤0.01%	957
2026 Q1	$44.1K	Sell	622 -49	-7%	-$3.63K	﹤0.01%	880
2025 Q4	$49.8K	Sell	671 -81	-11%	-$5.95K	﹤0.01%	829
2025 Q3	$54.5K	Sell	752 -42	-5%	-$2.93K	﹤0.01%	761
2025 Q2	$53.2K	Sell	794 -16	-2%	-$991	﹤0.01%	738
2025 Q1	$49K	Buy	810 +73	+10%	+$4.67K	﹤0.01%	709
2024 Q4	$47K	Sell	737 -70	-9%	-$4.49K	﹤0.01%	663
2024 Q3	$50.2K	Sell	807 -27	-3%	-$1.62K	﹤0.01%	681
2024 Q2	$49.1K	Sell	834 -689	-45%	-$39.2K	0.01%	664
2024 Q1	$86.8K	Sell	1,523 -5,691	-79%	-$308K	0.01%	581
2023 Q4	$374K	Sell	7,214 -2,115	-23%	-$102K	0.03%	364
2023 Q3	$434K	Sell	9,329 -48	-0.5%	-$2.32K	0.04%	306
2023 Q2	$452K	Sell	9,377 -172	-2%	-$7.82K	0.04%	289
2023 Q1	$424K	Hold	9,549	–	–	0.05%	287
2022 Q4	$397K	Sell	9,549 -5	-0.1%	-$209	0.05%	320
2022 Q3	$371K	Sell	9,554 -594	-6%	-$25.5K	0.05%	308
2022 Q2	$414K	Sell	10,148 -795	-7%	-$35.2K	0.05%	290
2022 Q1	$536K	Buy	10,943 +30	+0.3%	+$1.45K	0.06%	270
2021 Q4	$564K	Sell	10,913 -930	-8%	-$46.7K	0.07%	257
2021 Q3	$559K	Sell	11,843 -4,198	-26%	-$203K	0.07%	247
2021 Q2	$756K	Buy	+16,041	New	+$748K	0.1%	206

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Capital Investment Advisory Services's DFUS Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Dimensional US Equity ETF (DFUS) stake by 4.5% in Q2 2026, selling an estimated $2.21K and leaving 594 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Capital Investment Advisory Services first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $756K in Q2 2021. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Capital Investment Advisory Services held 594 shares of Dimensional US Equity ETF worth $48.7K as of Q2 2026.
Capital Investment Advisory Services sold 28 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.21K.
Dimensional US Equity ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #957 holding.
Capital Investment Advisory Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
Capital Investment Advisory Services's Dimensional US Equity ETF position peaked at $756K in Q2 2021.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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