CS
DFUS

Capital Square’s Dimensional US Equity ETF DFUS Stock Holding History

Capital Square’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 		$300K Hold
3,850
– – 0.14% 157
2025
Q4 		$286K Buy
3,850
+109
+3% +$8.01K 0.15% 147
2025
Q3 		$271K Hold
3,741
– – 0.14% 153
2025
Q2 		$253K Buy
3,741
+100
+3% +$6.19K 0.14% 166
2025
Q1 		$220K Hold
3,641
– – 0.13% 162
2024
Q4 		$242K Buy
3,641
+94
+3% +$6.03K 0.14% 153
2024
Q3 		$221K Buy
3,547
+191
+6% +$11.4K 0.13% 142
2024
Q2 		$202K Buy
+3,356
New +$191K 0.13% 140
2021
Q4 		– Sell
-5,046
Closed -$240K – 159
2021
Q3 		$240K Sell
5,046
-884
-15% -$42.8K 0.17% 133
2021
Q2 		$282K Buy
+5,930
New +$276K 0.21% 116

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 $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Capital Square's DFUS Position: Q1 2026 in Review

Capital Square held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 3,850 shares worth $300K. The position accounts for 0.14% of the portfolio, ranked #157.

Capital Square first reported a position in DFUS in Q2 2021 and has held it in 10 quarters since. 851 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Capital Square held 3,850 shares of Dimensional US Equity ETF worth $300K as of Q1 2026.
  • Capital Square left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.14% of Capital Square's portfolio in Q1 2026, its #157 holding.
  • Capital Square first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 10 quarters since.
  • 851 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.