CPA
DFUS

Capital Performance Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Capital Performance Advisors’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 		$141M Buy
1,726,300
+35,047
+2% +$2.77M 9.12% 1
2026
Q1 		$120M Buy
1,691,253
+208,107
+14% +$15.4M 8.02% 1
2025
Q4 		$110M Buy
1,483,146
+1,298,394
+703% +$95.4M 7.8% 1
2025
Q3 		$13.4M Buy
184,752
+2,843
+2% +$198K 2.2% 8
2025
Q2 		$12.2M Buy
181,909
+12,692
+8% +$786K 2.39% 8
2025
Q1 		$10.2M Buy
169,217
+4,184
+3% +$267K 2.25% 9
2024
Q4 		$10.5M Buy
165,033
+2,588
+2% +$166K 3.36% 7
2024
Q3 		$10.1M Buy
162,445
+6,675
+4% +$400K 3.07% 7
2024
Q2 		$9.17M Buy
155,770
+912
+0.6% +$51.8K 3.48% 7
2024
Q1 		$8.82M Sell
154,858
-2,174
-1% -$118K 3.37% 8
2023
Q4 		$8.14M Buy
157,032
+12,115
+8% +$586K 3.52% 8
2023
Q3 		$6.75M Sell
144,917
-1,263
-0.9% -$61.1K 3.43% 8
2023
Q2 		$7.04M Buy
146,180
+1,180
+0.8% +$53.7K 3.47% 8
2023
Q1 		$6.44M Sell
145,000
-4,925
-3% -$214K 3.46% 8
2022
Q4 		$6.24M Buy
149,925
+137
+0.1% +$5.73K 3.58% 8
2022
Q3 		$5.82M Sell
149,788
-1,054
-0.7% -$45.3K 3.75% 8
2022
Q2 		$6.15M Buy
150,842
+223
+0.1% +$9.88K 3.78% 8
2022
Q1 		$7.38M Buy
150,619
+381
+0.3% +$18.4K 4.21% 7
2021
Q4 		$7.02M Buy
+150,238
New +$7.55M 4.25% 7

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

Capital Performance Advisors's DFUS Position: Q2 2026 in Review

Capital Performance Advisors increased its Dimensional US Equity ETF (DFUS) stake by 2.1% in Q2 2026, buying an estimated $2.77M and bringing the position to 1,726,300 shares worth $141M. The position accounts for 9.12% of the portfolio, ranked #1.

Capital Performance Advisors first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Capital Performance Advisors held 1,726,300 shares of Dimensional US Equity ETF worth $141M as of Q2 2026.
  • Capital Performance Advisors bought 35,047 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.77M.
  • Dimensional US Equity ETF made up 9.12% of Capital Performance Advisors's portfolio in Q2 2026, its #1 holding.
  • Capital Performance Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.